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Level 2
March 6, 2024
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Need help grouping calculated field

  • March 6, 2024
  • 2 replies
  • 1503 views

Hi all,

I have a custom field to show "Total Assets / Quantity Deliverable" in a request report (see attached). I would also like to group by this calculated field and see this in a chart

 

Can this be accomplished?

Thank you!

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Best answer by KellieGardner

The calculated field should be able to be grouped natively in your report and then referenced in your chart. 

 

However, It appears these fields don't live on the "request" and actually live on the resolve project custom form, so you you'll have to do text mode for your grouping. 

 

This is what it would like (not sure on the exact name of your fields)

group.0.displayname=TOTAL ASSETS / QUANTITY DELIVERABLES
group.0.valueexpression={resolveProject}.{DE:Estimated number of deliverables}
group.0.valueformat=doubleAsString
textmode=true

 Once you apply the grouping it should show up in a report...

2 replies

KellieGardner
Community Advisor
Community Advisor
March 6, 2024

Is this a calculated Column or a calculated field that lives on your custom form? 

 

You can not group by text mode columns or use them in charts. If it's not already, I would suggest making this a calculated field you can capture on a custom form, then it can be used in reporting. 

IsaDiAuthor
Level 2
March 6, 2024

Hi Kellie, 

 

It's a Calculated field.  I also created a calculated column, but I it's not working.

 

displayname=TOTAL ASSETS / QUANTITY DELIVERABLES
textmode=true
valueexpression=SUM({DE:resolveProject:Estimated number of deliverables},{DE:resolveProject:Estimated number of structure deliverables})
valueformat=HTML

 

KellieGardner
Community Advisor
KellieGardnerCommunity AdvisorAccepted solution
Community Advisor
March 6, 2024

The calculated field should be able to be grouped natively in your report and then referenced in your chart. 

 

However, It appears these fields don't live on the "request" and actually live on the resolve project custom form, so you you'll have to do text mode for your grouping. 

 

This is what it would like (not sure on the exact name of your fields)

group.0.displayname=TOTAL ASSETS / QUANTITY DELIVERABLES
group.0.valueexpression={resolveProject}.{DE:Estimated number of deliverables}
group.0.valueformat=doubleAsString
textmode=true

 Once you apply the grouping it should show up in a report...

nryan2
Level 3
March 6, 2024

If you create a calculated field on a custom form, rather than creating the custom field in the report, you will be able to group by it in a chart.

 

IsaDiAuthor
Level 2
March 6, 2024

Attached is the calculated field.  I've not been able to group by this field in a chart.

nryan2
Level 3
March 6, 2024

I believe the Format of the calculated field needs to be Number instead of Text.