Overview

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.

With Groupby and Aggregate Field you can organize and compute data as shown

✴️ Transform Merge Data

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 value

MIN() – Lowest value

AVG() – Average value

Prerequisites

Steps

1. To Transform data
   

1. Click on Transform Data Source as shown below 
   
2. Under Manage Fields and click on Transform to create subform.

                                                                         

                                                

     c. Grouping by a column results in a grouped subform creation.

To edit or clear transformation

1. Click on the transform icon and choose Edit Transformed Data Source or Clear Transformed & Revert.
   Note: Clearing the transformed field reverts it to a main field and the inserted transformed fields will now be unmapped.
   
                                                      

To Create GroupSets:

1. You can group data from field listing using the GroupBy icon as shown below
   

                                                                   

To create aggregate fields

                                           

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