When creating a new view, you can group the data on the sheet by column. Grouping data can make it easier to identify projects with similar characteristics, such as estimated cost or start date. You can group by any column except the Pre-Actuals and year columns. When you group data, Unifier displays a sub-total amount by group.
To group the data
- In the View drop-down menu, select Create New View. The New View window opens.
- Navigate to the Group By tab.
- Select the column by which you want to group the data from the drop-down menu.
- Next, select Ascending or Descending from the Order drop-down menu to determine the order in which the data will be displayed.
- Add more groups by clicking on the gear menu and then clicking Add Below.
- When you create multiple groups, you can use the gear menu to Add Above or Add Below.
- When you create multiple groups, you can use the gear menu to Move Up or Move Down, to determine the order in which your groups will appear on the scenario sheet.
- You can use the gear menu to Delete groups that you have created.
- When finished, click the Save icon. Whenever you open this view, it will display the data in this grouping