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Pie chart off of a grouping containing an IF statement?

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Level 7

Is there a way in the out-of-the-box Workfront reporting to create a pie chart off of a grouping that contains an IF statement?  I believe the answer is no, but want to see if anyone has successfully done this.

 

My scenario...

We have a custom field called "work type effort" which exists on both "requests" (aka issue in WF speak) and "projects".

I have an HOURS report where if the time logged was a request/issue, show the request's work type effort, else show the project's work type effort (for time logged to tasks).

 

I successfully created the column and the grouping using the IF statement:

 

group.0.displayname=Work Effort Type
group.0.iscollapsed=true
group.0.linkedname=opTask
group.0.namekey=view.relatedcolumn
group.0.namekeyargkey.0=opTask
group.0.namekeyargkey.1=Work Effort Type
group.0.valueexpression=IF(ISBLANK({opTask}.{DE:Work Effort Type}),{project}.{DE:Work Effort Type},{opTask}.{DE:Work Effort Type})
group.0.valueformat=HTML
textmode=true

 

And the list view of the report groups correctly:

SarahWi1_2-1661211500329.png

 

Problem is the PIE chart doesn't seem to understand my gouping.  On set-up, it shows "Hours >     " then on the pie chart shows everything at No Value.

 

SarahWi1_0-1661211278138.png

SarahWi1_1-1661211312104.png

 

Any way to get a chart to render off of a IF statement in a grouping in native Workfront?

 

I know I can export to Excel and do it there but I want senior leadership to just use Workfront dashboards.

4 Replies

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Community Advisor

This is normal. The only way around it would be to create the same answer (so, same valueexpression), as a calculated field on your object rather than just loose in your grouping -- and then group exclusively off this field instead of the work effort type field.

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Level 7

Thank you @skyehansen! My thought as well.   But I can't put a custom field on an Hours object so that won't work in this situation.  I am hoping the new Reporting Canvas will be able to help with this type of situation.  I still haven't seen it.  Patiently (or not so patiently) waiting for the reporting canvas.

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Community Advisor

oh bummer, I missed the fact that this was an hours report :(. Yep, I don't know if Canvas will have an answer here but hope so!

 

Hi @SarahWilkersonCA,

 

Given the lack of custom data at the hour level (and suspicion that your Ask will not be among NRE's Solves), may I suggest you considering grouping instead by Hour Type, which (if you're not doing so already) could be leveraged to similar effect (in both current reporting and NRE)?

 

Regards,

Doug