Display Home Group NAME in report chart, as opposed to Home Group ID | Community
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NickVa7
Level 9
February 26, 2021
Solved

Display Home Group NAME in report chart, as opposed to Home Group ID

  • February 26, 2021
  • 4 replies
  • 1297 views

Hi WF Community,

Is there a way I can display the Home Group Name, instead of Home Group ID, on a report chart?

I have an hours report whereby I have grouped the results by Home Group, but it only lets me select the Home Group ID field, not the Home Group Name field. I switch over to text mode to try and resolve it there (replacing ID with :name), but it didn't work.

Any suggestions?

Thanks.

Nick

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    Best answer by NickVa7

    My above suggestion worked! Here is the calculated field formula I used on the User object:

    Home Group.Name

    4 replies

    O
    OliviaMi
    Level 4
    February 26, 2021

    I am actually in a similar boat right now so would like to follow any suggestions from the Community on this. In our case, we would like to group a report by Home Team ID, but actually have the Home Team Name display... Thanks for this question :)

      O
      OliviaMi
      Level 4
      February 26, 2021

      Hello again! I was playing around more and did more digging and here is the text mode I came up with that seemed to work for me for the Home Team ID - my report is in a list though, so not sure if this will also help in your chart view:

      group.0.displayname=Team

      group.0.linkedname=assignedTo

      group.0.namekey=view.relatedcolumn

      group.0.namekeyargkey.0=assignedTo

      group.0.namekeyargkey.1=homeTeamID

      group.0.valuefield=assignedTo:homeTeam:Name

      group.0.valueformat=string

      textmode=true

      If you replace Team with Group... perhaps that will work?

      Heather_Kulbacki
      Community Advisor
      Heather_KulbackiCommunity Advisor
      Community Advisor
      March 1, 2021

      check out this blog post from awhile ago

      You can change ID numbers to names in reports

        N
        NickVa7Author
        Level 9
        March 1, 2021

        Thanks for the input, Olivia and Heather.

        I know the text mode trick that replaces the group (or home) id with it's name, it's just that those column updates (Details tab) don't translate in charts/graphs. Thanks though.

        Support had this suggestion (Olivia, not sure if you want to chart/graph the Home Team name)...

        "...create a calculated field on all user's objects that will return the name of their Home group. This would then give you the ability to group by this field using the Report builder therefore also applying that grouping to your chart as well. "

        N
        NickVa7AuthorAccepted solution
        Level 9
        March 1, 2021

        My above suggestion worked! Here is the calculated field formula I used on the User object:

        Home Group.Name

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