Group columns

Sometimes you may want to organize your information into groups. Instead of filtering your information down to one value (e.g., unit of measure = Ton), you can look at your information with a separate group for each value (e.g., a group for Tons, a group for Cubic Feet, etc.).

Group columns

  1. From the CBS register, group the Unit of Measure column by dragging it into the grouping area (where it says “Drag columns here to group”).

    • Notice that the cost items in the register are now grouped together by their units of measure, and each group of cost items is subtotalled by costs, hours, quantities, etc.

  2. To ungroup, right click in the grouping area and select Clear Grouping

    • The column returns to its original location

      You can group by more than one column to have multiple grouping levels.