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