Use the Columns and Groups tab to select the columns and also to specify the sequence in which data displays on the report. In addition, you can combine multiple sort criteria.
This tab displays as either a Columns tab, a Groups tab, or a Columns and Groups tab depending on the type of report that you selected. In this topic, it will be referred to as Columns and Groups tab.
The type of report that you select determines the sections that are available in the Columns and Groups tab.
Grouping and Sorting
The Grouping and Sorting section of the Columns and Groups tab is where you sort and group data on a report to make it easier to locate and review the information included on the report. You can select multiple sorting and grouping criteria for a single report. The sequence in which the selected criteria are listed on the Sorting/Grouping tab determines which sort is applied first.
For example, you can sort and group the Project Summary report first by project manager and then by project number for each manager. You can also print subtotals for each group.
If your firm uses custom date fields, you can sort and group by those custom fields.
The Resource Utilization by Organization report has other sorting and grouping options in addition to those described below. For more information, see the topics specific to the report.
| Field | Description |
|---|
| Grid Type
|
This field allows you to specify the type of data for which you want to show additional columns. The sorting and grouping criteria available for the report vary, based on your setting for this option. For example, contact-related criteria are available if you select Contacts. The columns that are available on the Columns tab are also based on this option's setting.
When you select an option from the drop-down list
Vantagepoint displays the grid column labels with a prefix for that record type. For example, if you select Contacts, the grid column labels appear as Contacts - (such as, Contacts - Name, Contacts - Title, and so on).
|
| Grouping and Sorting Grid
|
This grid only displays on the Columns and Groups tab. The order of the selected items in the grid determines the sort order. The information is sorted first by the first selected item and then by the second, and so on. To move an item up or down in the sort order, use
 to the left of the grid to move that row up or down in the list.
You can combine multiple sort criteria. If you do, the lowest sorting level has the most detailed information. For example, if you sort by project and then by task, the task level has the most detailed information.
|
| Group By
|
This column lists the criteria by which you can sort data on the current report.
|
| Label
|
Use this column to enter the label for the sort criterion that displays on the report. You can change the default label.
|
| Sort In
|
In this column, specify whether
Vantagepoint sorts data in ascending or descending order.
Click the
Sort column for a sort criterion, and select one of the following:
-
Ascending: Sort the data in ascending numerical order (for example, 00001.00, 00002.00, 97001.00, 98001.00) or alphabetical order (from A to Z).
-
Descending: Sort the data in descending numerical order (for example, 98001.00, 97001.00, 00002.00, 00001.00) or alphabetical order (from Z to A).
|
| Project Level
|
If the sorting and grouping criterion is project-related and can be specified at any level of the work breakdown structure (WBS), select the WBS level on which you want
Vantagepoint to base the sorting and grouping.
For example,
Principal Number displays only once in the list of sorting and grouping criterion for the Project Earnings report, but you can assign principals at each of the WBS levels. If you select
Principal Number as a sorting criterion and you want to sort by the principal assigned at the project level of the WBS, select
Project in
Project Level. If you want to sort by the principals assigned at the phase level, select
Phase in
Project Level.
|
| Color
|
Select the color of the sort band for each sorting level. Click in the
Color column for a sort criterion to display the color palette. You can use the color palette in a couple of ways:
- If you know the HEX color code that you wish to use, enter the value in the field.
Vantagepoint displays the color and its associated HEX code in the field.
- Click in the field to display the HEX color palette that shows a mosaic of all the available colors and their names. Click the color block you want to apply to the sorting level.
Vantagepoint displays the HEX color and its associated code in the field.
|
| Subtotal
|
Use this toggle to turn on ( ) or off ( ) the subtotal for the grouping. When on,
Vantagepoint totals the amounts for this group. The total is shown either in the header line, or as a footer if you selected the Show Totals on Header check box in the Other options section.
|
| Heading
|
Use this toggle to include () or exclude () the label for the criterion on the report.
|
| Page Heading
|
Use this toggle to turn on () or off () the page heading. When on,
Vantagepoint repeats the sorting group headings on subsequent pages when data for the group spans more than one page.
|
| Collapse/Expand
|
You can set up group levels so that you can collapse and expand the groups at that level to display or hide the sub-groups and detail rows when you preview the report. If you print the report from the Preview window, the groups are expanded or collapsed just as they are on the Preview window.
In
Collapse/Expand for the sorting and grouping criterion, select one of the following:
-
Disabled: The report displays all data for the group, and you do not have the option to collapse or expand it.
-
Collapsed: If you preview the report, you can expand and collapse the group to show or hide sub-groups and detail rows. By default, all groups at this grouping level are collapsed when you first display the report in the Preview window. If you print the report from the
Reports grid, those groups are collapsed on the report.
-
Expanded: If you preview the report, you can expand and collapse the group to show or hide sub-groups and detail rows. By default, all groups at this grouping level are expanded when you first display the report in the Preview window. If you print the report from the
Reports grid, those groups are expanded on the report.
If you search for text in a previewed report, the search only finds the target text if it is visible when you do the search. It does not find data that is hidden in collapsed groups.
|
| Line Separator
|
Select the type of line to print between sort groups on the report. When you preview the report, dotted lines display as lines of short dashes. However, when you print the report, they are dotted lines.
|
| Page Break
|
Use this toggle to turn on () or off () page breaks. Move the toggle to the On position if you want a new report page each time that the sort value changes.
Vantagepoint repeats the sorting group headings on subsequent pages when data for the group spans more than one page.
For example, suppose you select
Office as a sort criterion and you have three offices. If you select
Page Break for that sort criterion,
Vantagepoint begins printing the information for each of the offices at the top of a new page.
|
| + Manage Grouping
|
Click this link to display the Select Groupings dialog box. Use the Select Grouping dialog box to find and select grouping options that you want to include on the report.
|
Columns Section
Use this grid to add, sort, delete columns that you want to include in the report. The columns that are available for this grid can include both standard fields and user-defined fields that can vary based on the type of report you selected. The data columns that are used in the corresponding hub or application in
Vantagepoint.
The list of columns in this topic includes all available grid columns. However, the grid columns that actually display on the Columns tab vary based on your selection in Grid Type. The grid column labels begin with the grid type. For example, each of the contact grid column labels begins with Contacts - (Contacts - Name, Contacts - Title, and so on).
| Field | Description |
|---|
| Name
|
This grid column displays the column name.
The column name is not the column heading for the report.
Line 1 Heading and
Line 2 Heading (described below) display the default column heading. If you want a different heading on your report, enter it in
Line 1 Heading and
Line 2 Heading.
|
| Heading
|
Enter the heading that is displayed on the report for the column.
The headings can have one line or two. If the heading requires only one line, enter it in
Line Heading 2.
If you enter a heading that is longer than the default heading, you may need to adjust the column width in
Width.
|
| Width
|
Enter the width of the column in either inches or millimeters based on which one you selected in the
Unit of Measure field on the Layout tab.
If you select inches, enter fractions using decimals (for example 1.00, 1.5, and so on).
By default,
Vantagepoint provides column widths suitable for the default heading text in
Line Heading 1 and
Line Heading 2. If you enter a longer heading, you can adjust the column width.
|
| Format
|
For date, currency, and number columns,
Format displays the format in which the report presents the column value.
To change the format, click in
Format column and select the time, date, or currency format that you want to change. The respective dialog box displays.
|
| Alignment
|
Specify how you want the data aligned in the column: left justified, centered, or right justified.
|
| Type
|
This grid column displays the type of column:
-
Standard: Standard
Vantagepoint column.
-
User Defined: User-defined column.
-
Calculated: Calculated field column.
|
| +Manage Columns
|
Click this link to open the Select Columns dialog box in order to add or remove columns in the Columns grid.
|
| +New Calculation
|
Click this grid option to add a calculated field of your own design to the report.
|
Other
This section provides other formatting options for the groupings and or columns that are displayed on the report.
| Field | Description |
|---|
| Indent First Column
|
Number field with two decimals that has a label to the right of it showing if it is in inches or millimeters (measurement type will be defined on the Layout tab).
|
| Indent for Each Group
|
Number field with two decimals that has a label to the right of it showing if it is in inches or millimeters (measurement type will be defined on the Layout tab).
|
| Show Totals on Header
|
Select this check box to display totals in the header row for each group rather than at the end of the group. This checkbox is enables only if you are grouping by at least one field.
|
| Hide Single Line of Totals
|
Select this check box to not display group totals if the group contains only one detail line. This check box is enabled only if you are grouping by at least one field and when the Show Totals on Header is unchecked.
|
| Hide Document Map
|
Select this check box if you do not need to display the document map information on your report or your Excel file export of the report. This controls whether the outline is exported to Excel when you download to Excel.
|
| Show Final Totals
|
Select this check box to display final totals in the header row for each group rather than at the end of the group.
|
|
|
| Show
|
Select one of the following options to display the final totals only or both the final totals and the details in the header for each group:
|
- Show Details and Totals: Select this radio button if you want to display the final totals and details for the groups.
- Show Totals Only
: Select this radio button if you want to display only the totals for each group.
