Question

How do groupings and filters work on Algo Manager, Balances, Completed Orders, Exposures, Orders and Positions?

Answer

You can group data in Sandwich by using the column headers as a basis for aggregation, which allows you to gain various insights.

You can group data in Sandwich by using the column headers as a basis for aggregation, which allows you to gain various insights. To edit the visible columns, you can access the column settings by clicking on the Gear icon located next to each column heading or by right-clicking on the column heading.

To apply grouping, simply drag the desired column header into the grouping box. However, please note that grouping is not allowed for numerical values such as Price, NAV, UPnL, Wallet Balance, Quantity, and similar number columns.

Where applicable, the filtering functionality can be accessed by clicking on the Quick Filters icon to the left of the first columns heading. Various filtering options are available that are applied to the respective tables.