Could I use different fields to merge groups and to label it?

Posted by: supply on 24 May 2023, 12:00 am EST

  • Posted 24 May 2023, 12:00 am EST - Updated 24 May 2023, 12:05 am EST

    Hi, let me try to explain my case on the pic.

    I have set up the following template


    As you could see there are there groups: project, firm and position.

    The final document will look like

    The main issue I have faced is that firm names are not unique. That is why I have used (G=List) for firms, but in this case I have lost the price aggregation by the firm, there is the miss (“-”). If I specify (G=Merge) in firm cell then the aggregation result will be correct. Unfortunately, I cannot do that as firm name is not uniq but firm id is. Could I use firm id as context of grouping but show the name in the excel cell, e.g. in some way of `{{ (, G=Merge, R=B2:F3)}}?

    Thanks in advance.

  • Posted 25 May 2023, 4:22 pm EST - Updated 25 May 2023, 4:28 pm EST


    Apologize for the delay,

    You can resolve this issue by referencing We have created a small sample to achieve your requirement.

    Please refer the sample for the same:



  • Posted 25 May 2023, 10:23 pm EST

    Hello, thank you for advice.

    Please, could you clarify why you are using

    , instead of
    in the highlighted cell?

    Is there a way without hidden rows or columns? Why can’t we specify context by data source field, e.g.
    , that are not presented in the cells, can we?

  • Posted 28 May 2023, 10:45 pm EST


    Apologize for the delay and for putting the Reference in E3 cell.

    1. There is no need to set a Reference here. The Cell E3 has context to the E2 and it will be followed by the E2 cell context. Hence, the value of cell E3 can be: {{==Sum(E2)}}.

    Please refer the attached updated sample:

    1. We are sorry to inform you that Context doesn’t works like that. Context is considered by the cell range not from a property from data source. To achieve this requirement, you can hide the column/row just like our previous solution.

    Best Regards,


  • Posted 29 May 2023, 1:40 pm EST


    I see, thank you.

Need extra support?

Upgrade your support plan and get personal unlimited phone support with our customer engagement team

Learn More

Forum Channels