Grouping Columns

Grouping Columns

Once you have grouped rows by a particular field, you will also have the option to group columns. This works the same as grouping rows: You can either click the down arrow ▼ in the header row and select Group Columns by This Field or use the Group Columns search bar in the left-side menu under Groups.

In our example, we’re going to group columns by Type of Employment. Doing this will transform your table, showing you the average salary per type of employment in different countries.

When grouping by rows and columns, the Subtotals option at the bottom of the screen will disappear. In its place, you will find the Stacked Summaries option, which can make information easier to view in complex reports. In this example, we have deactivated the option.

To learn more about customizing report views in Salesforce, visit the Salesforce Help Center.

Reports grouped by rows and columns are also know as a matrix. When working with this kind of report, you will see an additional view named Details beneath your table in the report preview. This displays additional information not included in your matrix. In our example, the Details view included the individual salary amounts, the employees’ full names, and the departments.

Clicking on an individual cell in your matrix will show you a breakdown of that information in the Details view. This is useful if you want to see the individual values that make up a specific sum or average.