We've observed that one of the most popular tools in traditional spreadsheets is the pivot by grouping like-items together with filters. Pivots traditionally give us way to extract significance from a large data set. However this functionality has always been difficult to set up, often leading to disconnected and stale information. 

Setting up Groups

In Coda, we've built in Grouping as a simply way to understand your data, regardless of scale. For example, if you want to see your list of tasks organized by priority or due date, all you have to do is click the column header and select Group:

Once grouped, you can work your magic to drag-and-drop items from one priority to another. Or you can collapse the entire group to show only what's important. You can even change the order to illustrate the progression through project phases! 

The great thing about grouping is you can group multiple times. For example, grouping priority on the left and progress along the top. 

And for all you Trello users out there - you're in luck! If you find yourself looking for a familiar board-like experience, you can Group column along top and change the display to Card. Or, if you want to go even more quickly, you can select the "Board" view for your table. Voila! Your kanban board awaits.

Note that you can also add groups to your table by clicking "Options" to pull up the table configuration panel, then click "Group."

Working with Groups

Collapsing Groups

If you ever need to, you can collapse or uncollapse your groups by clicking the arrow next to the group name:

Arranging and managing groups

As you set up filters, certain groups may be filtered out. If you want to override any filters, you can using the Group options menu to pin items, set up sorting, and more.

If your grouped column is a lookup column, you should see an option to Show empty groups.

If your grouped column isn't a lookup, you'll see a similar option to pin or unpin groups.

Summarize Grouped Data

If you would like to see summary stats about your grouped data (e.g. SUM, AVERAGE, COUNT), you can click on Summarize in the column option or hover your cursor over the bottom of the table. Check out  this help article for more info.

Looking for info on grouping multi-select columns? Check out this article.

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