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AndrilitaRo1
Level 3
May 17, 2021
Question

How do I group by sponsor team name for reports?

I'm trying to get the report overview and chart to reflect groupings by project sponsor team name. This currently isn't an option under grouping even though I can pull up that field in the details view as a column. Right now in order to see projects by sponsor group, I have to download the details view spreadsheet and sort by sponsor team name.

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6 replies

Richard_Le_
Community Advisor
Richard_Le_Community Advisor
Community Advisor
May 17, 2021

Hi Andrilita,

You will need to switch your groupings to text mode and use the below code:

group.0.linkedname=sponsor

group.0.namekey=view.relatedcolumn

group.0.namekeyargkey.0=sponsor

group.0.namekeyargkey.1=homeTeam

group.0.namekeyargkey.2=name

group.0.valuefield=sponsor:homeTeam:name

group.0.valueformat=string

textmode=true

This should group your projects by the home team name of the project sponsor.

Best Regards,

Rich

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    AndrilitaRo1Author
    Level 3
    May 17, 2021

    Hi Rich,

    Thank you for the reply. I used the code provided, but the results are coming up as no value for home team in summary and chart even though I am able to pull values in the details view using the sponsor > team column option. Any idea why the text grouping isn't pulling the sponsor team?

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    Richard_Le_
    Community Advisor
    Richard_Le_Community Advisor
    Community Advisor
    May 17, 2021

    Hi Andrilita,

    A couple of things to check . . . .

    (1) Can you confirm that it is a project report that you are creating?

    (2) Have you got any other groupings applied? If yes, can you tell me what they are?

    Best Regards,

    Rich.

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