Double Grouping Hub Planner Reports (Secondary Grouping)

Estimated reading time: 11 min

Quick Help for Grouping & Double Grouping in Hub Planner.

A quick help guide for applying a secondary grouping option to report results.

Sorting and Grouping a Report

Multiple Level Grouping and sorting in Hub Planner reports allows you to optimize analytics by categorising and breaking down the report results for access to further information about projects and resources. Report analytics are super helpful in forecasting resource time and project planning. Being able to determine and forecast the resource requirements mid project and future plans. Seeing a dip or a road block mid project. Use the report analytics to make quick strategic decisions to steer the project back on track.

  • Do you need to add more contractors?
  • Are resources over scheduled?
  • What resource groups are under utilized?
  • How are my NY Design Team optimized next month?
  • Show me a weekly heat map of active resources scheduled time this quarter.

Hub Planner allows you to easily sort and group report data within a simple few clicks.

Use the pre formatted report templates and or add some extra data options you want to see in the report from the report builder.

Say for example we have the Resource Scheduled Time template. This will provide you with a breakdown of resource time scheduled on projects and events. Perhaps you might want to adjust this template to add in some more information and remove some existing columns. For example, add in columns that also displays the reported time, capacity, availability and the utilization rate. Giving you a complete overview of resource time and availability.

Using the secondary grouping option will allow you to scale the analytics further and show a breakdown of the information by project or unassigned wok, for example.

Hub Planner reports provides you with formatting options similar to what you would find in excel. Utilize the sorting and filter features. Even add conditional formatting to highlight important data. All of these options are available from the report toolbar.

Why group? Why double group?

Grouping can be useful for breaking a large amount of data into manageable chunks or for collapsing data into expandable groups. By default, the report template will be grouped by a pre selected option like Resource or project for example. This will be the starting column A. What you base your primary reports results on.

Double Grouping of Hub Planner Reports

Sorting a Report

Nine times out of ten you will most likely group by one primary grouping option. However, when it comes to reporting analytics for project and resource management. The helpful addition of grouping by a second column can be super helpful.

You might group by Project. But then you want to see subsequent sorting of the next column to be resources or time for example.

Group by Resource, then group by Project, then sort by the date for example.

Quick Column Filter

At the top of each column, you can apply a filter to the report results. Depending on the data, you can filter using the greater than/equal to analogies. Columns filtered are highlighted by a light green icon to indicate a filter has been applied. This will help to identify filtered columns.

Pretty similar to Excel where you can sort by Column A, then Sort by Column B and so on. It’s pretty straightforward.

Where to find the Grouping tab?

There are two ways in which you can access the grouping tab in the report builder. Via Edit in the Report Toolbar or via the link in the Quick Grouping Tabs,

Via Edit in the Report Toolbar.

  1. Click Edit in the Report Toolbar.
  2. Select  Grouping from the drop down list.
  3. This will open the Report Builder on the Grouping Tab.

Via Quick Access Grouping Tab

  1. Click the 4th tab / 3 vertical dots.
  2. Select “Group By” from the drop down list of options.
  3. This will open the Report Builder on the Grouping Tab.

Quick Access Grouping Tabs

There are 4 icons located at the top right hand side of the report page. These icons represent the grouping options available. By clicking these options allows you to switch between how the report is grouped. The options available are:

  • Project
  • Resource
  • Booking Category
  • Link to Grouping tab in the Report Builder. Here is where you will have access to Double/Secondary Grouping.

Report Toolbar Grouping

Note, should you have secondary grouping activated. You will not have access to switch grouping from the above quick access tabs.

How do I know if my report is grouped?

All reports are grouped unless the option to not group report results is ticked.

What’s Single Grouping?

Depending on the type of report you choose will determine how the report is grouped. For example, if I choose a Resource Reported Time template. The report will be grouped by resource. Meaning that it will show me the data grouped by resources. The report will breakdown the data and present it with the resource names as the primary grouping. The resource names will be the first column in the report.

If you choose to not group results. You can opt to select this from the Grouping tab also. This will show you the raw, line item data that will be in date format.

What’s Secondary Grouping / Double Grouping?

You can also choose to add a secondary grouping to the report results. This will breakdown your report data once more. So using the Resource Reported Time template, the primary grouping is Resource. We can add a second grouping to the mix. We can breakdown the report data once more by showing the data by project also. This means that a new column is added to show a further breakdown of the reported time by resource and then by project.

  • Resource Name
  • Project Name
  • Reported Time

If the resource was working on numerous projects within the date range of the report. Then, the report will document and breakdown the line item of each project.

Let’s show you in an example:

Using the template – Resource Reported Time for this month. The grouping tab will be defaulted to group by Resource/Unassigned. There is no second grouping activated. Within the report, we have the below columns.

Resource Name | This Month (Resource Reported Time)  | To Date | Future | All Time

All time reported by the resource this month accumulates to the below figures. For example. As you can see, Resource Bob King has reported 86hrs this month and so on.

Double Grouping Report Results

Lets navigate back to the Grouping Tab. Now we will select the option of Project/Event. Lastly, update the report.

Now we can see the added column of Project Name.

Note the reported time of Resource Bob has now reported in two rows. The total reported hours have now been broken down by project name and the time reported against each project. We can now see the hours Bob has reported for Project Management (66hrs) and Project A (20hrs). Both totalling to 86hrs total reported time.

Double Grouping Report Results

What happens if I click ‘Do not group results’?

Should you click the option to not group report results, both the Primary and Secondary grouping options become obsolete. You are unable to select any of the options from the drop down lists. You can unclick the grouping of report results to re access the grouping options. Should you continue on to produce the report not grouping results. This will give you the raw, line item, row by row data. Check out the link for help on ‘Do not Group Results’.

Double Grouping of Hub Planner Reports

Why don’t I have the option not to group results on the Secondary Grouping tab?

Selecting the grouping tick box will make both the primary and secondary grouping options redundant. The primary option will remain the overriding grouping. You cannot ungroup the secondary grouping and not the first. And visa versa. Once it’s clicked both grouping options are redundant. There is no functional need for another option to not group results.

Once it’s clicked both grouping options are redundant – Check out Non Grouped Reports for more help.

What are my Secondary Grouping Options?

Right now, we have the following with more options to follow:

Primary Grouping Secondary Grouping
Project / Event Not Grouped
Project / Event Resource / Unassigned
Project / Event Booking Category
Project / Event Project Custom Field
Project / Event Resource Custom Field
Resource / Unassigned Not Grouped
Resource / Unassigned Project / Event
Resource / Unassigned Booking Category
Resource / Unassigned Project Custom Field
Resource / Unassigned Resource Custom Field

Do I have to add a secondary grouping?

No. You can leave blank. It will be blank by default.

Double Grouping of Hub Planner ReportsWhat happens if I add a Secondary grouping? What will my report look like?

So, let’s say you produce a Resource Scheduled Time report. The Primary group will be Resource/Unassigned. If we add a Secondary Grouping of by Project/Event and update the report. You will see a new column in the report heading entitled Project/Event. The report now shows both the resource names and project names. Not only that, you have a breakdown of resource time spent on the corresponding project. All on the one page.

What happens if I remove the Secondary Grouping?

The column will remain within the report. But will be blank with data. If not required, you can simply remove the column by:

  1. Edit
  2. Columns
  3. Selected Columns
  4. Remove unwanted columns
  5. Update report

Can I set up a Secondary Grouping as a default?

No. There would be no logic for this.

Can I not just add the secondary grouping from the Columns tab in the Report Builder?

You and no. Technically you can add them in, however you will not get the clever breakdown by grouping. If you compared like with like, the grouping and figures will not be the same data and representative of the grouping.

How come I can’t switch the grouping options from the quick group buttons?

If you have activated the secondary grouping. The alternative grouping options will be inactive. Should you have the Primary Grouping option active. Then you will have the option to quick grouping switch icons.

Double Grouping Example:

Sure. So, we will look to create a report of Resource Scheduled Time. Firstly, allow me to show you the corresponding Hub Planner Scheduler. Here you can see the detail of the resources scheduled on projects for the month of May.

  • Resource Bob is scheduled for 6hrs/day on project ‘(1) Project Management for the month.
  • Subsequently, Brian is scheduled on the Design project for 100% of his monthly time.
  • And finally, Daniel is scheduled on Web Development project for 9hrs a day. All are scheduled for the month of May.

Also, to make it more straightforward, all are scheduled to work on the Booking Category ‘Development’.