Bug 112867 - Add button or context menu for (Un)Grouping in dialogue Pivot Table Layout
Summary: Add button or context menu for (Un)Grouping in dialogue Pivot Table Layout
Status: RESOLVED INSUFFICIENTDATA
Alias: None
Product: LibreOffice
Classification: Unclassified
Component: UI (show other bugs)
Version:
(earliest affected)
Inherited From OOo
Hardware: All All
: medium enhancement
Assignee: Not Assigned
URL:
Whiteboard:
Keywords: needsUXEval
Depends on:
Blocks: Context-Menu Pivot-Table
  Show dependency treegraph
 
Reported: 2017-10-04 08:45 UTC by Roman Kuznetsov
Modified: 2022-05-19 12:39 UTC (History)
5 users (show)

See Also:
Crash report or crash signature:
Regression By:


Attachments
Screenshot (92.73 KB, image/png)
2022-01-31 15:36 UTC, Heiko Tietze
Details

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Description Roman Kuznetsov 2017-10-04 08:45:29 UTC
Description:
Adding button or context menu for customize of grouping in dialogue "Pivot table layout", because:
You can't customize grouping for your field in list "Page fields"!
Now that customize grouping for any field in pivot table need in dialogue "Pivot table layout" move needed field to list "Row Fields", then push "OK". In pivot table select any cell in column with needed field and select menu "Data>Group and Outline-Group", that customize grouping. Then need move your field to needed list in dialogue "Pivot table layout", example to "Page fields". 
It is a long Quest!
It is very hard and without help any user never will make grouping!
Need simplify this aspect of work with pivot table.

Steps to Reproduce:
1. Just try make grouping in your pivot table for any field


Actual Results:  
You need run a long and not obvious Quest for make grouping in pivot table

Expected Results:
You can make grouping in dialogue  "Pivot table layout" without without unnecessary action


Reproducible: Always

User Profile Reset: No

Additional Info:


User-Agent: Mozilla/5.0 (Windows NT 6.1; WOW64; rv:57.0) Gecko/20100101 Firefox/57.0
Comment 1 Heiko Tietze 2017-10-07 07:00:22 UTC
I don't get what you mean. Could you please make an illustration?
Comment 2 m.a.riosv 2017-10-07 07:38:26 UTC
The shortcut for grouping [F12] or ungrouping [Ctrl+F12] can be used also from the Pivot table cells.

Move Pivot table field between row-fields and columns fields can be done also without enter on Edit layout by dragging the head fields on the sheet.

In any case having the option for grouping inside the Edit layout would be nice, while at the same time the option would be more visible. Or a least added to the pivot table context menu.
Comment 3 Heiko Tietze 2022-01-31 15:36:02 UTC
Created attachment 177940 [details]
Screenshot

If we talk about applying Data > Group & Outline > Group (.uno:Group) to a pivot table, I can click it but no grouping happens.

Version: 7.2.5.2.0+ / LibreOffice Community
Build ID: 20(Build:2)
CPU threads: 8; OS: Linux 5.16; UI render: default; VCL: kf5 (cairo+xcb)
Locale: de-DE (en_US.UTF-8); UI: en-US
7.2.5-4
Calc: threaded
Comment 4 Roman Kuznetsov 2022-02-01 08:48:59 UTC
The problem here was: I couldn't create the filter with a grouping by month/years without going by some strange way.

For example you have the source cell range with

Date        Name    Values
12-12-21    Ivan    100
13-12-21    Ivan    200

etc.

And you want filter your pivot table by month/year. Your actions here? Just move Date field to Filters area in Pivot table layout dialog, right? Of course! But when you'll try use that filter you'll see all dates day-by-day in filter window instead grouped dates.

There is a workaround here. Move Date field to Row fields area and close the dialog. Right click on any cell with date in the pivot table and press F12 key. It opens the Grouping dialog where you'll can select Group by. Select there Months and Years and press OK button. Open the Pivot table layout dialog. Move Years and Date field from Row fields area to Filters. Now, you can filter by years and by months =(.

I wanted to have an opportunity do the same with one action -> opening the Grouping dialog for date without any moving of fields in the Pivot table layout dialog
Comment 5 Heiko Tietze 2022-02-01 09:19:07 UTC
Seems grouping works but on a per cell selection not the column. Anyway, is this article the solution you are looking for? If not, please provide a step-by-step description of what you do and what you expect.

https://ask.libreoffice.org/t/solved-how-to-group-by-month-and-year/42633
Comment 6 Heiko Tietze 2022-05-19 12:39:15 UTC
Resolving for now, feel free to reopen with more information.