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PaulaB02
Level 2
May 20, 2022
Solved

How to use Calculated Field to show manager

  • May 20, 2022
  • 4 replies
  • 1675 views

I need to build a report showing the Manager of the person assigned to a task. I was trying to use a calculated field, but I can't seem to get it to work. Any suggestions?

Best answer by Richard_Le_

Hi Paula,

No, using a calculated column you wouldn't be able to group by this in a matrix view.

The best way to achieve this would be to have a custom form attached to your users profiles. Within that form you could have a calculated field that pulls in their managers name {manager}.{name}. This field would then be available to reference in your reports as a column or a grouping.

Best Regards,

Rich.

4 replies

R
Community Advisor
Richard_Le_Community Advisor
Community Advisor
May 20, 2022

Hi Paula,

The below should do it:

displayname=Assignee's Manager

linkedname=assignedTo

namekey=view.relatedcolumn

namekeyargkey.0=assignedTo

namekeyargkey.1=manager

namekeyargkey.2=name

querysort=assignedTo:manager:name

textmode=true

valuefield=assignedTo:manager:name

valueformat=HTML

Best Regards,

Rich.

RandyRoberts
Community Advisor
RandyRobertsCommunity Advisor
Community Advisor
May 20, 2022

I have a hierarchical one that shows a managers mangers managers…

CONCAT(IF(ISBLANK(Manager.Manager.Manager.Manager.Manager.Manager.Manager Hierarchy),"",CONCAT(Manager.Manager.Manager.Manager.Manager.Manager.Manager Hierarchy," - ")),IF(ISBLANK(Manager.Manager.Manager.Manager.Manager ID),"",CONCAT(Manager.Manager.Manager.Manager.Manager.Name," - ")),IF(ISBLANK(Manager.Manager.Manager.Manager ID),"",CONCAT(Manager.Manager.Manager.Manager.Name," - ")),IF(ISBLANK(Manager.Manager.Manager ID),"",CONCAT(Manager.Manager.Manager.Name," - ")),IF(ISBLANK(Manager.Manager ID),"",CONCAT(Manager.Manager.Name," - ")),IF(ISBLANK(Manager ID),Name,CONCAT(Manager.Name," - ",Name)))

    P
    PaulaB02Author
    Level 2
    May 20, 2022

    Thank you Rich! This will definitely work for a column in the report. Can I also group by this column? My current report is grouped using a matrix grouping so I need this to be one of the groups.

      R
      Community Advisor
      Richard_Le_Community AdvisorAccepted solution
      Community Advisor
      May 20, 2022

      Hi Paula,

      No, using a calculated column you wouldn't be able to group by this in a matrix view.

      The best way to achieve this would be to have a custom form attached to your users profiles. Within that form you could have a calculated field that pulls in their managers name {manager}.{name}. This field would then be available to reference in your reports as a column or a grouping.

      Best Regards,

      Rich.

        P
        PaulaB02Author
        Level 2
        May 20, 2022

        That is perfect! We already have a custom form attached to our profiles for the department name and it works great. I really do appreciate the help!

        P
        PaulaB02Author
        Level 2
        May 20, 2022

        I meant to say that I added the Manager Name custom field and it works great! Thanks again!

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