Grouping records allows you to organize and analyze your data more effectively by categorizing records based on specific fields. This makes it easier to identify patterns, compare segments, and answer questions like:

• Cost by department
• New apps grouped by category
• Expenses by source

With grouping, you can quickly transform a flat list of records into a structured view that highlights meaningful insights.

How Grouping Works

Grouping organizes records into sections based on the values of a selected field. Each group contains records that share the same value for that field.

For example:

• Grouping by Department will create sections like Marketing, Sales, and Engineering.
• Grouping by Category will organize apps into categories such as Collaboration, Finance, or Security.

Two-Level Grouping

Torii supports up to two levels of grouping, allowing you to break down your data even further.

Example

You can:

• First group by Department
• Then group within each department by Category

This creates a nested structure that helps you drill down into your data.

Aggregating Data in Groups

In addition to grouping, you can aggregate data within each group to better understand totals and trends.

You can change the aggregation function by clicking the three dots (⋮) in the column header and selecting the desired option.

Numeric & Currency Fields

You can apply the following aggregation functions:

• Sum
• Average
• Min
• Max

Non-Numeric Fields

For non-numeric fields, you can:

• Count unique values within each group

Date Fields

Date fields can be grouped and aggregated by time intervals such as:

• Day
• Week
• Month
• Quarter
• Year

This allows you to analyze trends over time (for example, expenses by month or new apps per quarter).

How to Group Records

1. Open a table view in Torii.
2. Click the Group option in the toolbar.
3. Select the field you want to group by.
4. (Optional) Choose how to aggregate the field values.
5. (Optional) Add a second grouping level to further organize your records.

Working with Groups

Once grouping is applied, you can:

• Expand or collapse groups to focus on relevant data
• View aggregated values per group
• Quickly compare segments across different categories

When to Use Grouping

Grouping is especially useful when you want to:

• Analyze spend across teams or departments
• Understand distribution of apps by category
• Track expenses by source
• Break down data into meaningful segments

Grouping helps you move from raw data to actionable insights—making it easier to understand and manage your SaaS environment.