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J
JohnMi
Level 3
October 24, 2024
Question

Displaying Task Status in Matrix Report

  • October 24, 2024
  • 1 reply
  • 723 views

Hi,

 

I’m trying to display task statuses in the matrix report below. I have projects as rows and tasks as columns. Below the image is an example of how I’d like it to appear. Once the status names are visible, I’m confident I can handle the color portion.

 

I tried creating a custom field to translate the status into a number:

IF({DE:Status}="NEW", 0, IF({DE:Status}="INP", 1, IF({DE:Status}="CMP", 2, 0)))

 

My goal was to display this field in the report. If I could get the value to show, I’d then use column rules to add color and select “show text.” See the screenshot below. However, I haven’t been able to get the value to display.

 

1 reply

skyehansen
Community Advisor and Adobe Champion
skyehansenCommunity Advisor and Adobe Champion
October 24, 2024

hi, according to workfront documentation, matrix reports will display numerical values only. Status can be shown as a sub header (see graphic).

 

https://experienceleague.adobe.com/en/docs/workfront/using/reporting/reports/create-manage-reports/create-matrix-report

J
johnmi11
October 25, 2024

@skyehansenThanks for your response! I understand, but I was hoping there might be a workaround. For instance, I tried creating a custom field to translate the status into a number:

IF({DE:Status}="NEW", 0, IF({DE:Status}="INP", 1, IF({DE:Status}="CMP", 2, 0)))

 

My goal was to display this field in the report. If I could get the value to show, I’d then use column rules to add color and select “show text.” See the screenshot below. However, I haven’t been able to get the value to display.

Any suggestions?

Thanks!

 

 

skyehansen
Community Advisor and Adobe Champion
skyehansenCommunity Advisor and Adobe Champion
October 25, 2024

that's not how matrix reports work. See the first line of the documentation, "Matrix reports present summary information..."

 

They don't show values in their intersecting cells. The data displayed is "summarized" in some way -- and you pick that way by selecting it when you bring in the column in your columns/view tab. You can summarize a field by: count, sum, average, min or max. So presuming you bring in your calculated status field, I assume you have to select "Sum" for showing it summarized in the matrix? But then I don't see how conditional formatting would work in this case.

 

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