> ## Documentation Index
> Fetch the complete documentation index at: https://docsautomator.co/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Line Items Grouping + Calculations

> Group line items and add calculations like sum, average, and count

DocsAutomator enables grouping of line items by specified variables to create structured tables. Groups can be customized with styling options and calculations.

## General Setup

Configure grouping in automation settings by selecting a placeholder/variable as the grouping key. The system then organizes line items according to values for that variable.

**Example:** Grouping by "Status" variable creates separate sections for each status value.

<Warning>
  Merged cells will be unmerged when grouping is active.
</Warning>

## Styling Options

Group headers support customization via a gear icon menu:

| Option                   | Description                                  |
| ------------------------ | -------------------------------------------- |
| Background Color         | Customize header background                  |
| Text Color               | Adjust text appearance                       |
| Headline Format          | Choose "Placeholder — Value" or "Value only" |
| Text Alignment           | Left, center, or right positioning           |
| Bold                     | Enable/disable bold formatting               |
| Hide Grouping Key Column | Remove the grouping variable column          |
| Sort Order               | Ascending, descending, or manual ordering    |

### Manual Sorting

When selecting manual sort order, you can specify group values and their sequence. Unmentioned values appear afterward in alphabetical order.

## Group Calculations

Calculations generate summary rows below each group for numeric/currency columns.

### Supported Operations

| Operation | Description         |
| --------- | ------------------- |
| Sum       | Total of all values |
| Average   | Mean of all values  |
| Min       | Smallest value      |
| Max       | Largest value       |
| Median    | Middle value        |
| Count     | Number of items     |

### Configuration Options

| Option              | Description                                           |
| ------------------- | ----------------------------------------------------- |
| Column Calculations | Select columns and calculation types by line item key |
| Background Color    | Styling for calculation row                           |
| Text Color          | Text appearance                                       |
| Row Text            | Label preceding calculations                          |
| Text Alignment      | Position of row text                                  |
| Bold                | Apply bold formatting                                 |
| Merge Cells         | Consolidate preceding cells                           |

<Note>
  Group calculations only work for number or currency number columns. Number format is automatically detected and maintained.
</Note>

## FAQ

<AccordionGroup>
  <Accordion title="What determines sort order?">
    Groups sort alphabetically, reverse alphabetically, or manually per configuration.
  </Accordion>

  <Accordion title="Can I have multiple calculation rows?">
    Yes, you can configure multiple calculations (e.g., both Sum and Average) for each column.
  </Accordion>
</AccordionGroup>