Working with Level Groupings

IMPORTANT: This document is specific to Sigma worksheets. To learn about table groupings for Sigma’s new Workbooks feature, please visit Working with Tables.

Group your Data

  1. On the right hand side of the screen, find the name of the column that you would like to Group By. Drag the column up to the box that says ‘Select Grouping Key’.
    group-data.gif
  2. Using the column menu, accessed by clicking the arrow on the right hand side of the column names at the top or side of the worksheet, you can easily create an aggregate column. When you create an aggregate column, it automatically nests under the next level Group.
    If you Group by Holiday, and then create an aggregate column that sums your sales data, thenew column will display the total sales per Holiday.
  3. You can create additional groups as well. Locate the name of the column you want to group by in the list of column names on the right hand side of your screen. Click and drag the column name up above the Base Columns list, and an option to add a new level will appear.
    Your Worksheet will now show you two levels of data groupings. You can create aggregate columns of data under all of the group levels.

 

Collapsing Levels

Collapsing levels helps you see only the data you need. You can collapse and expand levels by clicking the double arrows at the left of the Base Columns label. 
collapse-level.gif

 

IMPORTANT: This document is specific to Sigma worksheets. To learn about table groupings for Sigma’s new Workbooks feature, please visit Working with Tables.