Where: This feature is generally available in Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions.
- To group data in Lightning table dashboard components, you need the Create and Customize Dashboards user permission.
- To group data in Lightning table dashboard components in dynamic dashboards, you need the Manage Dynamic Dashboards user permission.
Why: Now that you can group records in Lightning tables, they’re even more useful!
Ungrouped Lightning tables display detail columns. Detail columns show per-record information about each individual record.
Grouped Lightning tables display measure columns. Only numbers can be measured, so all measure columns are numeric.
For example, in this Sales Overview dashboard, you can use a Lightning table to list details about individual opportunity records. A second Lightning table is grouped by stage and provides a handy reference of key metrics, like sum of amount and average probability by stage.
How: Add or edit a Lightning table. From Add group..., select a field to group by. The default measure column is record count. You can’t remove record count, but after adding another measure column, you can hide it by clicking the eye icon (). To add a different measure column, choose a field from Add measure column.... Remember, you can only measure numeric fields, so date, text, picklist, and Boolean fields aren’t available. After adding a measure column, click it to choose up to four measures: Sum, Average, Max, or Min.