Customize Modules with Groupings

What is a grouping?

Customizing

A simple grouping consists of a data area by which is grouped and a data area which is grouped. Both are connected by Pos. and Parent area.
Both data areas must reference the same data table.

Area	Description
Grouping area (area by which is grouped)	As determining data item it contains the data item by which is grouped in the DDI data field. The Group checkbox is activated. The data item by which is grouped can but does not have to be assigned as a data field.
Area which is grouped (contains the data which is grouped)	Contains at least the data item which is grouped. In the module assignment, the grouped area must refer to the area by which it is grouped via the Parent area parameter. In this area, filter criteria are set.

Customizing example

Create a module with a data area by which you want to group and which is structured as follows:
- DDI = DI001062 Manager
- Fields:
  - DI001062 Manager
- Activate the Group checkbox for the data area.
Create another data area which is grouped and structured as follows:
- DDI = 001001 Project
- Fields:
  - 000690 Project name
  - 001001 Project
  - 001052 Main project
  - 001062 Manager
Insert a macro that filters.
Assign the new data area to the module.
Structure both data areas:
- Subordinate the Project to the Project manager data area.
Save.

To learn how to create modules, insert macros, and structure data areas, please refer to the Module Tutorial

Application example

Module: Projects by Project Manager

Module structure:
- Data area 1: Manager. Shows the manager by which grouping is done.
  - Data area 2: Project. Shows projects which are grouped under the corresponding manager.
Result:
- Manager: Mueller
  - PR1
  - PR2
  - PR4
- Manager: Maier
  - PR3
  - PR5

Notes

If there are traffic light DIs in a grouping area (also bars with traffic light function), their child DIs need to be included in the data area as well, otherwise the traffic light does not work.
The groups in a grouping are created during filtering and are therefore not altered when the grouped values are changed.