Sub Group within Group - Report Tools

[Dstein]

Hi All, 

I'm trying to take the below data:

Issues Per Client	Client	Client Account ID	Cash or Shares	Code	First Date	Today	Days Aged	Last Note Text
5	Client B	5555	Cash	44444444	4/18/2022	5/7/2022	18	Sample Note
5	Client B	4444	Cash	555555555	3/22/2022	5/7/2022	45	Sample Note
5	Client B	4444	Cash	555555555	3/22/2022	5/7/2022	45	Sample Note
5	Client B	4444	Shares	555555555	3/31/2022	5/7/2022	36	Sample Note
5	Client B	4444	Shares	555555555	3/24/2022	5/7/2022	43	Sample Note
5	Client A	abc	Shares	123456ABC	1/26/2021	5/7/2022	465	Sample Note
5	Client A	abc	Cash	123456ABC	1/26/2021	5/7/2022	465	Sample Note
5	Client A	cba	Shares	654321CBA	1/22/2021	5/7/2022	469	Sample Note
5	Client A	cba	Cash	654321CBA	1/26/2021	5/7/2022	465	Sample Note
5	Client A	cba	Cash	123456ABC	1/26/2021	5/7/2022	465	Sample Note

And do something similar to the below:

 

The above is a made up sample, the actual data I would be using would have around 100 to 200 issues on it. I'd also want to probably format it better, but the thing I'm stuck on is how to create the "Code" group within the Client group. 

[IraWatt · Accepted solution]

Hey @Dstein,

I think this captures the logic you want:

all you need to do is group in the table tool before the renderer. If you have any questions make sure to ask :) 

HTH,

Ira

[IraWatt]

And if you were wanting to add client titles you could do something like this:

[Dstein]

Thanks! that's perfect 

[IraWatt]

No worries @Dstein, glad it helped! If it solved your problem make sure to give it a green tick :)