Grouping and sorting data helps reduce its visual complexity.
To group and sort data:
- Navigate to a page supporting grouping and sorting.
- Select Customize View.
- On the Manage Views dialog box:
- Select a view.
- Select Grouping.
- In the Grouping tab, select a field you want to use to group other data.
If you select a hierarchical field, select whether to show the hierarchy in the default order, or to apply ascending or descending sorting to elements within the same hierarchical level.
If you select a hierarchical filed, you can also select either to show all levels, or a number of levels to show. For example, if your project contained ten levels of hierarchical WBS elements, enter 2 here if you want to restrict the list to the top two levels of WBS values. This is useful if you only want to see tasks grouped into high-level arrangements, making hierarchies easier to navigate.
- Select Sorting.
- In the Sorting tab, select a field and sort order.
Ascending sorts from A to Z, from smaller numbers to larger numbers, or from earlier dates to most recent.
Descending sorts from Z to A, from larger numbers to smaller numbers, or from most recent to older dates.
Note: You can click a column header in a table you customized to change the column used to sort the data rows under each band.
- Click Save to close the dialog box and apply your grouping options to the page you selected in step 1.