Thursday, February 27, 2020

Grouping in grids feature in Microsoft Dynamics 365 F&SCM

Within Platform Update 33 (PU33) Grouping in grids feature has been added. In order to activate this feature, navigate to the Feature management workspace, find Grouping in grids feature on the list of System administration module and click Enable now button. Once you activate it, you can use grouping in grids capabilities.

This feature, which requires the new grid control to also be enabled, allows users to group data within grids. This empowers users to analyze data and calculate subtotals per group. Grouping can be saved as part of the saved view definition when the saved views feature is enabled.

For more details, visit this page - https://docs.microsoft.com/en-us/business-applications-release-notes/April19/dynamics365-finance-operations/grid-experience

With this new feature you can do the following:
1. In any grid decide by which field you would like to group your data.
2. Right click on that field and select Group by this column.
3. Grid will be presented in the grouped way by the column that you've set. In the example below, the grouping by Customer account on the Open customer invoice grid has been made.
Unfortunately, Totals are displayed for the whole grid and not per grouped field. In our case it doesn't make much sense, since there can be multiple currencies and the totals in this case are not correct.

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