Use WPS Group with 4 how-to topics, including 4 free topics and 0 membership-related topics; choose a task from the index and follow the steps.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Set a grouping field | Free |
| 2 | 2. Add multiple grouping conditions | Free |
| 3 | 3. Review grouped summaries and levels | Free |
| 4 | 4. Collapse or expand groups and lock the view | Free |
How-to Guide
1. Set a grouping field
Entry: Toolbar → Group → Add Condition
- Open the target table.
- Click Group on the toolbar.
- Click Add Condition.
- Select the field you want to use for grouping.
- Confirm the selection to group records by that field value.
Success Criteria
- Interface result: Group headers appear in the table based on field values.
- Next action available: You can expand groups, add more conditions, or review records.
Tips While Using
- Common mistake: If you choose a field that does not match your review goal, the grouped result may be harder to read.
- Environment note: The table must already contain usable fields.
2. Add multiple grouping conditions
Entry: Toolbar → Group → Add Condition
- After setting the first grouping field, click Add Condition again.
- Select a second field or more fields.
- Build a multi-level grouped structure in the order the fields are added.
- Check whether records are grouped as expected at each level.
Success Criteria
- Interface result: The grouped view shows a clear layered structure.
- Next action available: You can expand different levels to inspect detailed records.
Tips While Using
- Common mistake: The order of fields affects the grouping hierarchy, so set the main and secondary logic first.
3. Review grouped summaries and levels
Entry: A table view with grouping already applied
- Finish the grouping setup.
- Review how records are arranged under each group.
- Check the summary information shown in grouped sections.
- Open a specific group when you need to inspect detailed records.
Success Criteria
- Interface result: Each group shows its related records and grouped overview information.
- Next action available: You can adjust grouping conditions or continue reviewing details.
Tips While Using
- Common mistake: If other view conditions are active, the visible count in a group may differ from what you expect.
4. Collapse or expand groups and lock the view
Entry: Grouped result area or grouping settings panel
- Collapse or expand groups as needed in the grouped result.
- Use collapsed groups for structure review and expanded groups for detailed browsing.
- If you want to keep the current view settings, click Lock Now.
- Continue reviewing data in the same grouped view.
Success Criteria
- Interface result: Groups switch between collapsed and expanded states, and the locked view remains stable.
- Next action available: Collaborators can review data in the same display style.
Tips While Using
- Common mistake: Confirm the grouping conditions and display levels before locking the view.