Explains how to groups documents by categories in an existing library or list on a portal site.
Add a new column in your library that will be used to store the names of each section in your grouping. You can name this column "Category" or "Section". See Adding a Column to a Library or List for instructions.
Note that this column name will be visible to users. It will display similar to the image below.
The Column Type should be "Choice".
In the box with the text "Enter Choice #1, Enter Choice #2...", enter the names of the groups you would like to create.
For example, if you wanted to group your documents by month, you could create a new column called "Month", and then enter "January February March..." into the box. Be sure to put each group name on a separate line inside the box.
Note: only groups that have a document set to that value will be displayed. For example, if you have a column called "Months", and you assign documents to the groups "January", "February", and "March", but you do not have any documents assigned to the other months, then only those three months will be displayed. Other months will automatically display when documents are assigned to them.
You now have a column to use for grouping and a view that is set to group by that column. You may notice, however, that the web part that displays your library on your site is still not grouping! This is because you have to set that web part to use the view you created.
Your documents are now grouped!