Grouping with subtotals in grids - expected features in 2020 Release wave 1 plan from April to Sept 2020 in Microsoft Dynamics 365 Supply Chain Management
Business value
Users often need to perform ad-hoc analysis of data. This can be done currently by exporting
data to Microsoft Excel and then using pivot tables. By enabling the grouping of data within the
web client and extending the previously added Totals feature to provide subtotals at the group
level, users will be able to get these insights directly from Finance and Operations apps.
Feature details
This feature is only available with the new grid control. It will evolve over the release wave to
eventually allow users to group data in a grid based on the values in up to five columns. Users
will be able to expand or collapse groups as desired, which can help create a summarized view
of data. Subtotals will also be shown at the group header level.
10.0.9 / Platform update 33
Group data based on a single column. This can be saved via personalization when the saved
views feature is enabled. At this time, the ability to expand or collapse groups is not supported.
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