To apply a Grouping, either:
| • | drag a Column title to the Grouping Area (green arrows indicate where the heading may be dropped into place); or |
| • | insert a new field name: |
| i. | Right-click in the Data Area. |
| ii. | Select View Options > " Edit Displayed Data" from the subsequent menus. |
| iii. | Drag the appropriate field name from the Customization box to the required point in the Grouping Area and release the mouse button. |
| iv. | Repeat if required, and then close the Customization box (click the cross in the top right-hand corner) to refresh the view of the data. (NOTE: The data refresh may take up to a minute to complete depending on the quantity of data affected. Do NOT attempt to re-close the Customization box whilst the data refresh is in progress). |
Once a Grouping has been applied, a sort or filter may be applied to the Grouped data.
Removing a Grouping
If a filter has been applied to a Grouping, the filter must be cleared before the Grouping is removed. To do this:
| 1. | Click the down arrow on the required field. |
| 2. | Select the "(All)" option from the subsequent listing. |
Now remove the Grouping:
| 3. | Right-click in the Grouping Area and select View Options > " Edit Displayed Data" from the subsequent menus. |
| 4. | Drag the required field name to the Customization box and release the mouse button. (NOTE: If the filter has not been removed before the grouping option is undone, then a filtered view of the data will continue to be presented). |
| 5. | Repeat steps 1-4 as required. |
| 6. | Close the Customization box (click the cross in the top right-hand corner) to refresh the view of the data. (NOTE: If Prime is exited before the refresh has taken place, the filter will be retained by Prime for future use). |