Combining Multiple Records

When importing data, you may want to combine all the members of a team into a single box. This can be done manually after importing data by combining all records that share a common field value.

For example, importing the data shown in the following table can be displayed in a multi-record box or in individual boxes, as shown below. A third option is to display multiple records in a multi-column box.

Combining all sales associates would yield:

To manually create multiple record boxes see Multi-Record Boxes in Working with Charts: Advanced Charting. Another approach to combining records is to use a shared Position ID field value to combine records, as shown below.