The Grouping Properties dialog box allows you to select display options for a group of data in a document. A grouping field in a document consists of attributes from the dataset that you choose to include within the document. Each of these attributes will have their own header and footer section in the document. To create grouping fields in a document by grouping data, see Grouping records in a document.
The options below affect document display in Interactive and Express Mode as well as the printed PDF of a document (unless otherwise noted); they do not change the display in Design Mode.
Open a document in Design or Editable Mode.
Right-click a field in the Grouping panel and select Grouping Properties.
The options in the dialog box are described below:
Page by Mode: This mode allows analysts to view data one group at a time, using the page by feature to select a group. Page-by displays groups on separate pages of the document in PDF View and HTML View. The options are:
No Page-By (All Only): Disables page-by, so that you cannot page by the elements of this group. The PDF displays all elements of this group. This mode is useful for the groups on the right in the Grouping panel, where it may not be useful to show one element at a time.
Page-By (Single Element Only): Enables
page-by for this group, but you cannot select to display all the elements
of the group simultaneously in PDF or HTML View. This is useful for groups
with many elements, when you would not want to display all the elements
at one time.
Note: When a document contains multiple groups, this
option is unavailable for the group farthest to the right in the Grouping
panel.
Page-By (Single Element or All): Enables
page-by for this group and allows all elements of the group to be displayed
simultaneously. By default, this mode is selected.
Note: If you disable page-by for a particular grouping
field, all fields to the right of it in the Grouping panel are also disabled.
You cannot change the Page-By mode of a grouping field if the one to the
left of it in the Grouping panel is set to No Page-By.
Show Category Header: Determines whether the document's header section for this group is displayed.
Show Category Footer: Determines whether the document's footer section for this group is displayed.
Render Category horizontally: Determines
whether the group is displayed horizontally, with the detail sections
displayed next to the group header, horizontally across the page. For
an example and more information, see
Displaying
a group horizontally.
Note: The Keep group together, Page break between groups,
and Restart page numbering options apply to PDF only.
Show Totals: Determine whether to display group totals.
Keep group together: When selected, page breaks are not allowed within the selected group, from its group header to its footer and all the content between them. By default, page breaks are allowed.
Page break between groups: When selected, each group begins on a new page. By default, groups are printed on the same page.
Restart page numbering: When selected,
page numbering restarts for each group. By default, page numbering does
not restart.
Note: Restart page numbering is available only when Page
break between groups is selected.
Sheet break between groups: When selected, a separate worksheet, in the same Excel workbook, is created for each page when you export the document to Excel.