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SOLVED

Need to create a report filter where Project Group doesn't match the Portfolio Group

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Level 3

Does anyone know how/if I can create a filter on a report that would show me only projects who's group (groupID) does not match the group for the portfolio (portfolio:groupID) the project is part of?

1 Accepted Solution

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Correct answer by
Level 10

Here's your filter:

portfolio:groupID=FIELD:groupID
portfolio:groupID_Mod=ne

Here's your Portfolio Group Name column:

displayname=Folio Group
linkedname=portfolio
namekey=view.relatedcolumn
namekeyargkey.0=portfolio
namekeyargkey.1=group:name
querysort=portfolio:group:name
textmode=true
valuefield=portfolio:group:name
valueformat=HTML

 

TIP: if this solved your problem, I invite you to consider marking it as a Correct Answer to help others who might also find it of use.

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1 Reply

Avatar

Correct answer by
Level 10

Here's your filter:

portfolio:groupID=FIELD:groupID
portfolio:groupID_Mod=ne

Here's your Portfolio Group Name column:

displayname=Folio Group
linkedname=portfolio
namekey=view.relatedcolumn
namekeyargkey.0=portfolio
namekeyargkey.1=group:name
querysort=portfolio:group:name
textmode=true
valuefield=portfolio:group:name
valueformat=HTML

 

TIP: if this solved your problem, I invite you to consider marking it as a Correct Answer to help others who might also find it of use.