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. Select Customize View.
3. On the Manage Views dialog box:
   1. Select a view.
   2. Select Grouping.
   3. 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.

   4. Select Sorting.
   5. 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.

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