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MariaCr2
Level 3
February 25, 2025
Solved

Need help in grouping a Task repot by the Project Program

  • February 25, 2025
  • 2 replies
  • 485 views

HI!

I am have a task report that I need to group by the Business Unit, and then by the project Program. I was able to group by the project Business Unit without issue, but I can't pull in the project Program name with native functionality. I tried using text mode to achieve this (see below), but it returns the Program Name as "no value". Hoping someone can help me figure this out.

group.0.linkedname=direct
group.0.namekey=MSD Business Unit
group.0.valuefield=MSD Business Unit
group.0.valueformat=customDataLabelsAsString
group.1.linkedname=program
group.1.namekey=view.relatedcolumn
group.1.valuefield=program:name
group.1.namekeyargkey.0=program
group.1.namekeyargkey.1=name
group.1.valueformat=string
textmode=true

Thanks!

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Best answer by JustinRenteria2

It looks like you arent pulling the Business Unit from the Project Level. Your code in the original post is referencing the Business Unit at the TAsk level which you stated does not exist. This should get you what you're looking for:

group.0.linkedname=project
group.0.namekey=view.relatedcolumn
group.0.namekeyargkey.0=project
group.0.namekeyargkey.1=MSD Business Unit
group.0.valuefield=project:MSD Business Unit
group.0.valueformat=customDataLabelsAsString
group.1.linkedname=program
group.1.namekey=view.relatedcolumn
group.1.namekeyargkey.0=project
group.1.namekeyargkey.1=program
group.1.namekeyargkey.2=name
group.1.valuefield=project:program:name
group.1.valueformat=string
textmode=true

2 replies

SuryaLakhani
SuryaLakhani
Level 4
February 25, 2025

Hi Maria,

 

Since it is a task report, I think you're missing the project level. Can you try this:

group.1.linkedname=program
group.1.namekey=view.relatedcolumn
group.1.valuefield=project:program:name
group.1.namekeyargkey.0=project
group.1.namekeyargkey.1=program

group.1.namekeyargkey.2=name
group.1.valueformat=string

    M
    MariaCr2Author
    Level 3
    February 25, 2025

    Hi Surya, 

    Your text mode allowed me to pull in the Program name for the project, but it caused the first grouping (Project Business Unit) to return "no value". The first grouping for the project business unit reverted to pulling the task business unit, which is not something have a field for so it doesn't pull in the information. 

     

    I hope I explained that well enough for you to understand. Thanks for the help!

    JustinRenteria2
    JustinRenteria2Accepted solution
    Level 6
    February 25, 2025

    It looks like you arent pulling the Business Unit from the Project Level. Your code in the original post is referencing the Business Unit at the TAsk level which you stated does not exist. This should get you what you're looking for:

    group.0.linkedname=project
group.0.namekey=view.relatedcolumn
group.0.namekeyargkey.0=project
group.0.namekeyargkey.1=MSD Business Unit
group.0.valuefield=project:MSD Business Unit
group.0.valueformat=customDataLabelsAsString
group.1.linkedname=program
group.1.namekey=view.relatedcolumn
group.1.namekeyargkey.0=project
group.1.namekeyargkey.1=program
group.1.namekeyargkey.2=name
group.1.valuefield=project:program:name
group.1.valueformat=string
textmode=true
      kautuk_sahni
      Community Manager
      kautuk_sahniCommunity Manager
      Community Manager
      July 16, 2025

      @mariacr2 Just checking in — were you able to resolve your issue?
      We’d love to hear how things worked out. If the suggestions above helped, marking a response as correct can guide others with similar questions. And if you found another solution, feel free to share it — your insights could really benefit the community. Thanks again for being part of the conversation!

      Kautuk Sahni
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