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How do I group columns?

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Users that are assigned Manage rights for the Edit and/or Analyze views have the ability to group columns together in order to see specific interviews to help manage the program.

  1. Select Research.
  2. Select Edit or Analyze.

 

  1. Click and drag the column header to the section above the headers which says “Drag a column header and drop it here to group by that column”.
    • For our example below, we are grouping the interviews by the Initiative :: Program

 

  1. The grid will update to reflect the interviews by the grouped column.
    • In the example below, we can see one interview for Manpower HR & Payroll :: Customer Experience and four for Manpower HR & Payroll :: Win Loss.

 

  1. You can add multiple columns to further group the results. Click the additional column header(s) you want to add and drop it in the grouping section.

 

  1. The grid will update to reflect the interviews by the column you selected first then by the additional column.
    • In the example you can see the grid is grouping by Initiative :: Program first then by the Editor So our results are, one interview and one editor for Manpower HR & Payroll :: Customer Experience; four interviews and three editors for Manpower HR & Payroll :: Win Loss.

 

  1. You can reorder the groups by moving column headers in the grouping section.
    • In the example we move Editor before Initiative :: Program.

 

  1. The grid will update to reflect the new grouping.
    • In the example we can see the groups for the four Editors and then the sub-groups for the Initiative :: Program of each interview they are working on.

 

  1. To remove column headers from the grouping section, click the X mark.

 

  1. Filter columns to customize your results further.

 

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