In Zoho Writer, when working with merge templates, you can use transform, aggregate functions and grouping to summarize and organize your data—especially useful when dealing with tabular data like invoices, reports, or summaries.
You can transform data during a merge to display it in the desired format or structure—without modifying the original source. When your data source (like Zoho CRM or Zoho Creator) provides flat or repeated records—and you want to display them in a nested, grouped format (like a subform or table)—you can transform the data during the merge using Zoho Writer's Data Transformation options.
Group By merge fields are used to group and display repeated records in a structured way, organizes the data into sections based on unique values of that field.Example use case: Group sales data by Region, so that all sales entries under each region are listed together.
Once grouped, you can apply aggregate functions like:SUM() – Total values (e.g., total sales)MAX() – Highest valueMIN() – Lowest valueAVG() – Average value
grouping by a column results in a grouped subform creation
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.