Hey there. I'm trying to run a report of completed tasks by Portfolio. I'm getting a large number of tasks that are showing up as 'no value' for the portfolio, though the Projects they're affiliated with are in fact assigned to a Portfolio. There may be instances of when a task was marked complete that the Portfolio hadn't been added yet.... could that be why the Tasks themselves are showing as having no Portfolio value?
Hmm.. I just tested this and didn't have any issues with portfolio showing as No Value. I did have to use text mode to accomplish it though since Portfolio isn't available as a field to use from the report builder. Perhaps your text mode code has a typo somewhere..
Here's what I used.
Grouping Text Mode:
group.0.linkedname=project group.0.namekey=view.relatedcolumn group.0.namekeyargkey.0=project group.0.namekeyargkey.1=portfolio group.0.namekeyargkey.2=name group.0.valuefield=project:portfolio:name group.0.valueformat=string textmode=true
Column text mode:
linkedname=project namekey=view.relatedcolumn namekeyargkey.0=project namekeyargkey.1=portfolio namekeyargkey.2=name querysort=project:portfolio:name valuefield=project:portfolio:name valueformat=HTML
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