Add grouping variables

Add one or more grouping variables.

Grouping variables

Grouping variables let you see project data by category. In the following example, Belt Level is the grouping variable, so the preview shows Hard Savings grouped by Belt Level. For more examples, go to Types of summaries.

Rules for grouping variables

Trend summary rules
  • If you select one summary variable, then you can select only one grouping variable.
  • If you select two or more summary variables, then you cannot select a grouping variable.
Snapshot summary rules
  • If you select one summary variable, then you can select up to two grouping variables.
  • If you select two or more summary variables, then you can select one grouping variable.
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