Grouping in Power Viewer
Applies to: Kyvos Reporting
The HTML Power Viewer supports multi-level grouping that lets you organize report data into logical sections. You can group by fields already placed on the report or by those not yet displayed.
When multiple groups are added, newer groups are nested beneath the previous ones.
Grouping by a Field Placed on the Report
To group by a field already visible on the report:
Right-click the column header of the field.
Click Group from the context menu.
Click Apply on the Actionboard.
The report will refresh, and the grouped field will be removed from the detail section and used as a grouping key.
Note
If you right-click a column value instead of the header, the Group option appears as a sub-menu with all available fields.
Grouping by a Date Field
When grouping by a date field, you can group by:
Minute
Hour
Day
Week (Sunday–Saturday)
Month
Quarter (Jan–Mar, Apr–Jun, Jul–Sep, Oct–Dec)
Year
Steps:
Right-click the header of a date field column.
Choose a date-based grouping option from the sub-menu.
Click Apply on the Actionboard.
Grouping by a Field Not Placed on the Report
To group by a field not currently on the report:
Right-click on a blank area of the report (not on column headers).
Point to Group, then choose the desired field from the sub-menu.
Click Apply on the Actionboard.
The report will refresh with the new group added below any existing groups.
Shifting a Group Field to the Detail Section
To move a group field into the report’s detail section:
Drag the group field onto the column header area.
A placeholder marker will indicate the drop position.
Drop the field, then click Apply on the Actionboard.
If the group field is already displayed, it will not be added again.
Changing the Grouping Order
You can rearrange the grouping levels:
Click and drag a group field up or down.
Drop it where the placeholder marker appears.
Click Apply on the Actionboard.
A group field cannot be dropped above or below the innermost group field.
Changing a Grouping Type (Date Fields Only)
To change a date field’s grouping (e.g., from Month to Year):
Right-click the group header of a date group.
Point to Change Grouping and select a new date part (e.g., Year).
Click Apply on the Actionboard.
Removing a Group
To remove a group:
Right-click the title of the group.
Click Remove Grouping.
Click Apply on the Actionboard.
The report will refresh, and the grouping will be removed.