How to Group Columns in a Report Design

User Rights:

Location:

Project Administrator

Selected Report -> Report Designer [New Design/ Modify Design]

 

Grouping in reports is a very useful method for blocking data to make it easier to read. You may want to display your report grouped by Structure Positions, Projects or Resources.  You are able to design multiple levels of grouping in your report Design.  You can create a Report Design which has high-level grouping on Structure Position, and then groups on Projects.

To group on a column, you must select the Group Check box during the Add Column or Modify Column process.  Grouped Columns are sorted by default and the application will detect if the Column you are marking for grouping is a numeric or alpha-numeric field and sort your report accordingly.

If you mark more than one column for grouping in your report, the column that appears first will be the column grouped first in your report.

Follow these steps to Group Columns in a Report Design:

  1. See the Add Column or Modify Column process for opening the Add Columns or Edit Column pop-up screen.

  1. Click on the Group Check box.  You will notice that the Sort Check box is automatically selected when you select the Group Check box.

  2. Change the direction of the Group Sort from Ascending to Descending if required.

  3. Click the Update Column button.

  4. Click the Save Changes button when you return to Report Designer to ensure that you save the change you made to your report.

Adding Detail to Display in Group

Use the Display in Group option on the column if you want to include additional detail to grouping item.  For example, if you want to group tasks by projects in your report, you set the Project ID as your group column.  However, displaying just on the Project ID may be meaningless but if you display the project name next to the Project ID may make more sense. 

Follow these steps to Adding Details to Display Group Columns in a Report Design:

  1. See the Add Column or Modify Column process for opening the Add Columns or Edit Column pop-up screen.

  2. From the Display in Group, select which Group Level you want to add the column to.  In most cases, select columns from the same table. 

  3. Click the Update Column button.

  4. Click the Save Changes button when you return to Report Designer to ensure that you save the change you made to your report.

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