The preview release of Platform update 33 for Finance and Operations is now available (general availability is scheduled for March). This is part of a series highlighting features in the new platform update.

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It Groups!!!

Grouping brings some pivot table-like functionality to D365 grids. Similar to how numeric columns can be totaled, non-numeric columns can be grouped. Right click on the column and select “Group by this column”

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Posted Project Transactions, Grouped by Project Name

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Posted Project Transactions, Grouped by Date

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Save Groupings as Views

Once grouped, these new grid layouts can be saved as views.

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Grouping is a promising UI experience. In the Platform Update 33 preview, users are able to group on a single column. Future plans include the ability to group on up to five different columns, expand/collapse groupings, and group subtotaling.

If You Still Really Want a Pivot Table

If you find yourself in need of the full pivot table experience, remember that grid data can still be downloaded to Excel.

Ctrl+Shift+E, Enter

Our D365 hotkey to download data to excel.

Alt+N+V, Enter

Our Excel Hotkey to build a pivot table.

Then select your fields as desired.

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Best of luck, my Excel power-user friend.

additional reading
What’s New Platform Update 33
Grid Capabilities
Grouping With Subtotals in Grid