Building a Chart Using Data from Checkbox

[LadellFu]

Good morning, We are trying to build a report using checkbox data. For example: Question 1 has the following checkbox options on a custom form: Red | Green | Blue I would want to know see the following and show it on a chart. 16 Red 14 Green 2 Blue What is the best report type to show that data in a report and/or chart? Hopefully that wasn't too jumbled. Thanks for help in advance! Ladell Fuqua Condé Nast | PubWorx Services, LLC

[NRYNR]

Hi Ladell, with a checkbox, you can't use the grouping/charts because Workfront can't group results when multiple selections are available. This also applies to multi-select drop menu and radio buttons. What you can do though that I've used: Let's assume the field is named "Color" and it is a field on a Task. In a Task report, you would add the "Color" field 3 times as columns. In each column, you would go to the Advanced Options and enter a custom label. The first one would be labeled "Red", second "Blue", third "Green". For each column in Advanced Options, you would then use the "Add Rule" to customize each column. If Color = Red, display background color red, display a red circle, etc. Repeating this for the other columns will give you a report with the tasks displayed and the "Colors" each task had selected. I'm really interested to see what other solutions people have on this!

[BenettaPe]

Did this solution work for you? Benetta Perry APS

[BarryBu2]

You can't use calculated columns in a chart report. To access this data in charts, you'll need to add some calculated fields. Firstly, I'd recommend putting this in a section that only Admin staff can see: I've added a multi-choice drop down with three choices: Red, Green and Blue I have to 'apply' or save the form now, because I want to access the new field ('Colour') in the calculated fields. Once I have done that, I then add a calculated field per option in the drop down. (Of course, the name of the colour changes for each field). Now you can access the 'Red', 'Green' and 'Blue' fields in reporting and charting. If you already have the drop-down but not the calculated fields, you can add each of the calculated fields, save the form, then come back in and click the 'update previous calculations' checkbox between the 'fields' list and the 'Add logic' button. Barry Buchanan Work Management Australia

[LadellFu]

Thanks Narayan & Barry! Sorry for the delay re: what we actually did Benetta. I tried Barry's method and it worked on the form, but we couldn't get the calculations to work in the way we needed. So here's what we did: Leveraged Narayan's method above to build a report. Built a report that replicated the same field and renamed the field with one option in the checkbox Applied 2 column rules - one that equals the selection we did NOT want and we "show text" with the value of "." (see screenshot). In the 2nd rule, selected not equal and we put a "1" in the "show text" box. This was the only way we found to accurate add the value of "1" in the field where it should be. (screenshots below) 3. Once the report was created, we used the API to export it to a Google doc. In the Google Sheets, we created the chart. 4. In the WorkFront dashboard, we've pulled in the Google Sheets doc as a web page. Although it seems like this was a lot to go through, it was actually easy and opened the door for other areas of reporting. Ladell Fuqua Condé Nast | PubWorx Services, LLC