Grouping allows you to control how your data is being displayed and comprehended more easily. Groups allow you to easily extract significant themes from datasets, similar to how you might use a pivot table in a spreadsheet. Grouping is especially great for large datasets, categorizing, and filtering data into smaller, digestible pieces.

Grouping allows you to bundle common column values. Adding a group to one view of a table will not change other views of the data. There are a few ways to group data:

Once grouped, you can drag and drop items from one group to another group, this will change the column value of that row to the group you dropped to.

In the table view, you can group multiple times, across both the top and bottom. Please note that grouping across the top is not the same as changing the axes of your table.

In the table options panel, select Group, hover over the gear symbol of the grouping you would like to remove, then click the trashcan that appears.

You can also remove grouping by right-clicking on the column header, selecting Group, and Ungroup column.

There are a few ways to configure how grouping is displayed. To access group options, head to the table options panel, click Groups, and click on the gear icon of the grouped column you would like to configure.

Using the drop-down menu, you can control how you would like to sort the groupings.

This option will only be visible if your grouped column is a select list or relation column type. Toggle this option on if you would like to display groups that have no rows with this column value.

If the grouped column is a select list or relation column, a background color will be applied to each group by default. You can disable this by toggling off the Background color option.

Within the Group options, you have the ability to pin groups. A pinned group will always show in the table, even if there are currently no rows associated with that column value. To pin a group, just click the pin icon to the left of the value name. Click the pin icon again to unpin the group. If the pin icon is blue, that means the group is currently pinned. Note that you will not see the pinning option if your column is a select list or relation and the Show empty groups option is toggled on.

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You can use the add group button to easily add a new group from this panel. If the column is a relation, this will add the new value to the related table as well.

You can collapse an entire group (or groups), by clicking the small carrot that appears in that group. This will show the group, but will not display the individual rows with this column value. Expanding and collapsing groups only affects how you see the data, so you don't have to worry about these actions affecting your teammates.

You do have the option to set a default expand/collapse state for groups in a given table view. This default setting will then determine the initial state that users see when they visit the table. And each user can then choose to collapse or expand for themselves.

To set the default collapsing, open the Group Options panel (right-click on the grouped column header, select Group > Group options). There you'll see a Default collapsing section. You can choose between...

One of the most popular view options in Coda is the board view, which leverages grouping to bundle data into lists of cards. Learn more about table views here.

When you change a view into a board, Coda will select a column to group on. Coda will first look for an existing grouping, if this doesn’t exist it will look for a relation or people column, if neither of these column types exist, you may be prompted to add a relation column to group on.

When turning a board into a table, it will retain the grouping that was used to create the board view along the top. If you would like to remove the grouping, follow the process outlined in How to ungroup data.