Grouping with subtotals in grids

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for	Public preview	General availability
End users by admins, makers, or analysts	Apr 3, 2020	-

Business value

Users often need to perform ad-hoc analysis of data. This can be done currently by exporting data to Microsoft Excel and then using pivot tables. By enabling the grouping of data within the web client and extending the previously added Totals feature to provide subtotals at the group level, users will be able to get these insights directly from Finance and Operations apps.

Feature details

This feature is only available with the new grid control. It will evolve over the release wave to eventually allow users to group data in a grid based on the values in up to five columns. Users will be able to expand or collapse groups as desired, which can help create a summarized view of data. Subtotals will also be shown at the group header level.

10.0.9 / Platform update 33 Group data based on a single column. This can be saved via personalization when the saved views feature is enabled. The ability to expand or collapse groups is planned for a future update.

See also

Grid capabilities (docs)