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Grouping and Sorting Information

Grouping and sorting data helps reduce its visual complexity.

To group and sort data:

  1. Navigate to a page supporting grouping and sorting.
  2. If available in a toolbar, click "" Grouping and select a grouping option. The entries are grouped hierarchically and sorted alphabetically.
  3. If available in a toolbar, click "" Group... to open the Customize Groupings dialog box.
  4. On the Customize Groupings dialog box:
    1. In the Level 1 Field list, select the first field you want to use to group all other data. The available fields are arranged into categories that apply to your specific context within the application.
    2. In the remaining levels, select additional fields you want to use to further group data empirically.
    3. For each field, in the To Level list, select how deep the hiearchical groupings of each field should appear. For example, if your project contained ten levels of hierarchical WBS elements, enter 2 here if you only want to group all activities by their top two WBS values. This is useful if you only want to see tasks grouped into high-level arrangements, making them easier to scan. Instead of having to click through each nested level, you might only be interested in seeing activities for Phase II that fall under the Planning stage. To see activities grouped by all ten levels, choose 10 or All.
    4. For each field, in the Sort Order list, select how you want the grouped data bands to be sorted when your grouping options are applied.

      Note: You can click a column header in the actual table you just customized later to change the column used to sort the data rows under each band, but the sort order for the grouping bands themselves is only determined by your selections in the Sort Order list on the Customize Groupings dialog box.

    5. Click OK to close the dialog box and apply your grouping options to the page you selected in step 1.

Related Topics

About Grouping and Sorting

Working with Group and Sort Features


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