How to Use WPS Group on macOS

This how-to guide includes 4 operation topics, all available without membership; use the index below to jump to the task you need.

How-to Index

How-to Guide

1. Set a grouping field

Entry: Toolbar → Group → Add Condition

1. Open the target multidimensional table.
2. Click the Group button in the toolbar.
3. Click Add Condition.
4. Select the field you want to use for grouping.
5. Confirm the selection, and the records will be grouped automatically by that field value.

Success Criteria

• Interface result: Group headers appear in the table based on field values.
• Next actions available: You can expand groups, collapse groups, or add another grouping condition.

Tips While Using

• Common mistake: If you choose a field that does not classify records clearly, the grouped result may be hard to review. Change the field and try again.
• Environment note: You need edit permission for the current view.

2. Add multiple grouping conditions

Entry: Toolbar → Group → Add Condition

1. After setting one grouping field, click Add Condition again.
2. Select a second field or more fields.
3. Build nested grouping levels in the order the fields are added.
4. Check whether the grouping hierarchy matches your current organization needs.

Success Criteria

• Interface result: A multi-level grouped structure appears in the table.
• Next actions available: You can continue adjusting field order or reviewing records at each level.

Tips While Using

• Common mistake: Field order affects the grouping hierarchy, so place the main classification field first.

3. Review grouped records and summaries

Entry: The current grouped view

1. Finish the grouping setup and review the records under each group.
2. Collapse or expand groups as needed.
3. Check the summary information shown in the grouped view.
4. Compare data differences across groups.

Success Criteria

• Interface result: You can see grouped records and related summary information.
• Next actions available: You can continue filtering, browsing, or adjusting grouping conditions.

Tips While Using

• Common mistake: If a record does not appear in the expected group, check whether the field value is filled in consistently.

4. Lock the current grouped view

Entry: Toolbar → Group → Lock Now

1. After finishing the grouping setup, click Lock Now.
2. Confirm that the current view enters a locked state.
3. Continue using the view in collaboration scenarios.

Success Criteria

• Interface result: The current view settings stay stable and are less likely to be changed by other collaborators.
• Next actions available: You can continue browsing grouped results in the locked view.

Tips While Using

• Common mistake: Confirm that the grouping conditions are correct before locking the view.
• Environment note: This action is mainly useful for shared view management.