Configure Data Grouping for a Report

Use the Report Editor to configure how data is grouped on a report. Grouping options are configured on each main subject area.

Note: Grouping availability varies by main subject area.

To configure data grouping for a report:

  1. In the object selector, select Workspace, ﱆ Project, Portfolio, or Program, and then select an object name from the list.
  2. From the Main Menu, select Reports, and then select Report List.
  3. On the Report List page, in the table, select a report, select the Context menu, and then select Edit.
  4. In the Report Editor panel, select Canvas View.
  5. On the report canvas, select Grouping.
  6. In the Grouping dialog box, configure the following grouping options:
    • Group By: Specify the field by which data is grouped on the report.
    • Sort Order: Specify how data is sorted within groupings.
      • If you selected a hierarchical sort order, in the Grouping Interval section choose to group the field by all hierarchies or specify the number of hierarchy levels. Hierarchical groupings have one color selection option.
    • Text Color: Select a text color for the group heading.
    • Background Color: Select a background color for the group heading.

      Note: Color settings only apply to reports generated using the Primavera Cloud layout. They do not apply to reports generated using BI Publisher-based layouts because BI Publisher-based layouts use their own color settings.

  7. In the Band Options section, select grouping band options:
    • Show field title: Displays the title of the field by which data is grouped in a band.
    • Show grand total: Displays the calculated total of all data in the report.
    • Show subtotals: Displays calculated subtotals for data nested within grouping bands.
    • Display text in band using: Specifies whether to display the field ID, name, or both in the grouping band.

      Note: This field only applies to Group By fields that have both an ID and name.

  8. Select Apply.
  9. Select Save.
  10. In the Report Editor panel, select Close.