Getting Started #
The Report Design layout enables you to organize downloaded data into header and footer groupings, offering an alternative presentation to the standard Excel table. These groupings can also include subtotals positioned in either the header or footer.
You can select one or more Available Columns to determine the tiered groupings.
This should function fine speed wise when dealing with most standard TAD reports. It is not recommended to download large datasets as the process will take a long time generating the groupings.
Add Report Design Groupings #
The steps below assume you have a Table/Report downloaded or are editing a query.
Click the Edit Query button on the ribbon.
Go to the Group By section on the left.
The Available Columns list shows what columns can be used for the groupings. That list of columns is driven based on the Selected Columns in the Select section.
The Selected Groups list shows the columns that are currently being used for grouping the data. In the image below, the AP Aging data will have groupings and subtotals by Company and then by Vendor.
In the example below, we want to add a grouping for the vendor’s State so the full order is Company, State, Vendor each with separate subtotals.
Use the Search Columns box to filter the Available Columns.
Search for the column you want to group by or find it in the list.
Select the column which will populate the Selected Column field.
Use the Report Styles combo box to select the style that you want to apply to the header or footer grouping. As you cycle through the combo box options the field format will change giving you a preview of what the styles look like.
Add Group Header
If you want a group header then check the Include Header check box.
If you want subtotals in the header then check the Include Subtotal check box.
Click the Apply button next to the Group Header Style field.
Add Group Detail
The Group Detail Style allows you to control the format of the rows that contain the data records. The style needs to be assigned to the last Selected Groups value.
Add Group Footer
If you want a group footer then check the Include Footer check box.
If you want subtotals in the footer then check the Include Subtotal check box.
If you want a blank row to separate the group header/footer records then check the Add Blank Row Below check box.
Click the Apply button next to the Group Footer Style field.
The Delete Group Column check box will delete the column used for the groupings after everything is finished.
Click the little Add button to add the column.
The column will now appear in the Selected Groups list.
You can drag and drop the columns to rearrange them.
Add additional columns using the same steps above.
Click the Save Changes button when finished.
The SQL Statement field will be updated with your new sort order which is also the header/footer groupings.
Click the Download Changes button to save the changes and download fresh data.
The data will download with the new groupings.
