How to Pivot and Group on the Valuations Screen
Once you've created a view, you can group and aggregate it for collapsible and expandable trade-level detail.
First, go to the VALUATIONS screen from the main menu.
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Grouping on a Detailed View
Once you're under your desired view, click on the purple column picker on the right-hand side of the screen.
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Then, you can choose the columns you'd like to include in your view.
TIP: You can scroll or use our search bar for quicker access.
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Drag columns by holding down the grid symbol to the left of the name and moving them to the ROW GROUPS section. Once you do, a field should populate under your view tab, as shown above.
Once you've added columns under ROW GROUPS, you can add columns under the VALUES section.
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As you drag the items, columns will be added to your table in Molecule.
TIP: If columns aren't appearing in the table, make sure the column check box is clicked on the column picker.
The default aggregation method is a summation. If you'd like to change the aggregation, click on the item in the column picker, i.e. sum(Contract Quantity).
A list should auto-populate, as shown below:
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You can scroll and choose your desired aggregation method.
Pivot Mode
To pivot, toggle on Pivot Mode at the top of the column picture.
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This COLUMN LABELS field should populate at the bottom of the column picker.
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Once you've dragged your column label, it should populate at the top of your table, as shown below:
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That's it! We hope this will save you some time. If you have any questions, please let us know at support@molecule.io.
See related: How to use the Valuations Screen.