Purpose
This guide outlines how to create a grid from a data view. Using a grid is a way of sorting the desired data in the form of groups and subgroups. Each group is a branch which can be expanded to show subgroups.
Instructions
1. Click the + icon next to the Data tab to display a dropdown with various visualization options and select Grid.
2. The grid opens in a separate tab. Double click on the tab name to rename the chart.
3. On the right side are options, Columns and Filters, to help manage the grid.
4. Click Columns to display a list of columns available in the grid. Check or uncheck boxes next to column names to determine whether they are displayed in the view.
5. Use the icon to the right of the checkbox to drag and drop columns to determine the order in which they appear.
6. Columns can also be dragged into the Row Groups section for further sorting of the grid.
5. Drag and drop a column in the Values section to sum the values of that specific column by its row group. Summed values will be shown in the grid.
