Grouping and Aggregation in Tree View

The Grouping & Aggregation feature allows users to organize related records into meaningful clusters while simultaneously displaying aggregated business metrics directly within the Tree View. By grouping records based on a selected field—such as Gender, Region, Status, or Account Type, users gain a structured, high-level view of their data.

In addition to grouping, the system automatically calculates aggregate values (SUM, COUNT, AVG, MIN, MAX) for a chosen numeric measure and displays the result on the connecting node.

In the example shown, contacts are grouped by Gender, and the Credit Limit (SUM) for each group is displayed above the cluster as on hover over the cluster node: Credit Limit (SUM): ₹10,000.00

This provides users with instant insights into grouped data without needing to open records or run reports.

For further queries, reach out to us at [email protected]