Do not display 'No Value' grouping...? | Community
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SamanthaIsin
December 28, 2020
Solved

Do not display 'No Value' grouping...?

  • December 28, 2020
  • 3 replies
  • 1488 views

I have a report grouped first by portfolio, then by program, then by a custom field 'sub program'. However, only one program in all these portfolios has sub programs. This means all my other programs have a sub program grouping called 'no value.' It drives my brand managers nuts and clutters the report.

So, can I tell Workfront to only group by sub program if the no value grouping is empty? In other words, if 'no value' has any content it will not display.

There's got to be a way to do this 😂

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Best answer by Doug_Den_Hoed__AtAppStore

Hi Samantha,

Since Portfolios and Programs are typically quite stable, one option is to create a Project level custom text field (e.g. "Reporting Portfolio Program") with a calculation such as CONCAT(IF(ISBLANK(Portfolio.Name),"None",Portfolio.Name)," | ", IF(ISBLANK(Program.Name),"All",Program.Name)), then group by (and sort by, I'd suggest) Reporting Portfolio Program.

By doing so, those Portfolios without Programs will return a suffix of " | All" (as opposed to the consternating "No Data"), and the Portfolio that does use Programs will instead break each out into its own grouping. By persisting the data in a custom parameter this way, you can also then chart the data (whereas with a dynamic grouping, although "always current", you could not).

Regards,

Doug

3 replies

kynabaker16
Adobe Employee
Adobe Employee
January 4, 2021

Hey Sam,

So bad news... this isn't possible because the grouping value has to be something, it can't just be empty and will always show "no value"... but could you potentially split out the program that has the sub programs and put this all together on a dashboard instead (one report for the program with subs and a separate report for the others)? Then it would be similar but your report with no sub programs wouldn't have the "no value" grouping?

Maybe someone else from the community has a better suggestion!

Kyna

Doug_Den_Hoed__AtAppStore
Community Advisor
Doug_Den_Hoed__AtAppStoreCommunity AdvisorAccepted solution
Community Advisor
January 4, 2021

Hi Samantha,

Since Portfolios and Programs are typically quite stable, one option is to create a Project level custom text field (e.g. "Reporting Portfolio Program") with a calculation such as CONCAT(IF(ISBLANK(Portfolio.Name),"None",Portfolio.Name)," | ", IF(ISBLANK(Program.Name),"All",Program.Name)), then group by (and sort by, I'd suggest) Reporting Portfolio Program.

By doing so, those Portfolios without Programs will return a suffix of " | All" (as opposed to the consternating "No Data"), and the Portfolio that does use Programs will instead break each out into its own grouping. By persisting the data in a custom parameter this way, you can also then chart the data (whereas with a dynamic grouping, although "always current", you could not).

Regards,

Doug

kynabaker16
Adobe Employee
Adobe Employee
January 4, 2021

I knew you would have a work around Doug. Thanks for chiming in and sharing your expertise! And Happy New Year!

SamanthaIsin
January 5, 2021

Wonderful!! Thank you both!