How to group rows to analyze your RowShare data?

Once you have gathered data from all your remote users, you're not always done. You now need to understand it to make informed decisions. You might also want to track progress while your data is being entered.

Great news, RowShare excels at this too! RowShare lets you group your rows the way you want. You want your data to be grouped by team? geography? status? owner? Head to the appropriate column, click on the column menu, then "Group by xxx", and voilà! It couldn't be easier.

For each group of rows, you can see the numerical values aggregated. You can get a sum, average, max, min, first, last... of each group.

In the following example, we have a Sales forecast that we'd like to have grouped by Sales Team. Head to the Team column menu, click on "Group by Team", and that's it:

That way, all metrics are calculated by group of rows (here target, forecast, attainment...). It's also very easy to only show the groups you want to focus on.

You can group by more than one column. Group by a column, then by another one, and you'll get nested groups.

To ungroup, you can either click on the same column menu, then "Ungroup", or click on the cross next to the group information, just above the table, on your right:

If you want more control, more options, open the Columns Panel at the right of the table to:

  • Hide and show columns
  • Group and ungroup by columns
  • Select the aggregate for each numerical value: sum, average, max, min, count, first, last

How did we do?

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