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Sorting when grouping rows

Sorting when grouping rows

Standard These features are available only in the Standard and Professional program configurations.

Sorting

Sorting

Important Before studying this topic, you need to know what sorting is .

Number of entries and amounts

Number of entries and amounts

Important You need to understand how calculated totals are displayed.

Grouping data

Grouping data

Important You also need to know how to group rows .

Menu types

Menu types

Important And, of course, it is better to be aware of what types of menus there are. What are the types of menus? .

Sorting when grouping rows

Sorting when grouping rows

Let's look at a very handy feature called: sorting when grouping rows. Let's get started to get started "in the history of visits" . In this module, we have records of the provision of services to patients on different days of admission. Each service costs something. We see its value in the field "To pay" .

History of visits without data grouping

Now let's group all records by field "Patient" . We will see that the grouped rows are sorted by default according to the field on which the grouping is assigned. In this case, all patients are displayed in alphabetical order.

History of visits grouped by patient

But, if you right-click on any grouped row, we will see a special context menu. It will allow us to change the sorting algorithm when grouping rows. Moreover, we can sort the grouped rows according to the calculated total values. For example, let's choose to sort by the amount that was calculated for each patient in the ' Payable ' column.

Changing the sorting algorithm for the history of visits grouped by patient

We will see a differently ordered list. Patients will now be ranked in ascending order of the amount of money spent in your organization. At the bottom of the list will be the most desirable customers who have spent the most money to purchase your services.

Sort the history of visits by the amount of money spent by the client

This is how you can quickly and easily find out the most promising clients who are willing to spend more than others in your clinic.

Notice that the sort icon has changed in the header of the column by which the data is grouped. If you click on it, the sort direction will change. The grouped rows will be in order from the largest value to the smallest.



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Universal Accounting System
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