Task Report - Display Dates of tasks in Columns instead of rows. | Community
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JoeSalas
JoeSalas
Level 3
February 13, 2019
Question

Task Report - Display Dates of tasks in Columns instead of rows.

  • February 13, 2019
  • 18 replies
  • 2310 views
Hello Workfront Community! I have a Task report that displays plannedStartDate based on the template name of three tasks. Task 1, Task 2, Task 3. I would like to display these tasks within one row Project Name, Task 1, Task 2, Task 3. Is this possible with special code in the text mode? Note: A Matrix Report will not work cause I'm gonna add some calculated fields based on the dates. Thank you for reading! Kind regards, - Joe
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18 replies

Doug_Den_Hoed__AtAppStore
Community Advisor
Doug_Den_Hoed__AtAppStoreCommunity Advisor
Community Advisor
February 13, 2019
Hi Joe, If a matrix is off the table, since a Task report would return a separate row for each Task, one (albeit inefficient) way to make three Tasks appear on a single row could be to switch to a Project report and iterate through the Tasks with an an IF statement that plucks out and displays only those three Tasks of interest (e.g. based on Template Task name). In principal, it's quite similar to this "https://community.workfront.com/discussions/community-home/digestviewer/viewthread?MessageKey=bc4c106c-8940-4895-b5ff-567fe6460b29&CommunityKey=aaafaff0-5e4e-4e38-8903-f1f990935567&tab=digestviewer#bmbc4c106c-8940-4895-b5ff-567fe6460b29">2nd Coolest Textmode Column thread that shows the active Task(s) for each Project at at any point in time. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads
JoeSalas
JoeSalasAuthor
Level 3
February 13, 2019
Hi Doug! Thanks for the fast response, I've tested out the solution provided and although it's a cool project report it wasn't able to assist me with my efforts. I've prepared a screenshot of what I'm trying to achieve on a task report. I admit I had reference this post but wasn't able to implement Any option to transpose task rows to column - Sadashiv Kulkarni12-30-2016 00:38 https://community.workfront.com/discussions/community-home/digestviewer/viewthread?MessageKey=6af6a082-4a97-483a-98b8-c0681742698f&CommunityKey=ccf3381b-a473-4ef2-9f81-4dd3244cf522&tab=digestviewer#bm6af6a082-4a97-483a-98b8-c0681742698f The code on col. G0 is displayname=G0 listdelimiter=
listmethod=nested(tasks).lists textmode=true type=iterate valueexpression=IF({Taskname}="G0",{plannedStartDate},"") valueformat=HTML Hope these articles helps present what I'm trying to achieve. Another thought is to build a custom form and try to have the custom form extract a date from a task. Then feature that Custom Form Date in the report (is that possible)? Thanks for reading! Kind regards, - Joe
N
NRYNR
Level 10
February 14, 2019
Hi Joe, If you are to do this, you'll need to be working in a Project report instead of a Task report so that you have one row per project. Once in the project report, you'll be able to add four columns for each "milestone" using the tasks collection. The ""https://workfrontpro.com/textmode/text-mode-views-collections/#milestone-tasks">Milestones Tasks " example shows how you can control what's show in each column. I even have an example of pulling in a date in the "Active Milestone" example. Let us know how this goes! displayname=G0 listdelimiter=
listmethod=nested(tasks).lists textmode=true type=iterate valueexpression=IF({Taskname}="G0",{plannedStartDate},"") valueformat=HTML displayname=G1 listdelimiter=
listmethod=nested(tasks).lists textmode=true type=iterate valueexpression=IF({Taskname}="G1",{plannedStartDate},"") valueformat=HTML Narayan Raum Workfront Delivery Lead - SunTrust Bank https:// wf-pro .com for Text Mode & More
Doug_Den_Hoed__AtAppStore
Community Advisor
Doug_Den_Hoed__AtAppStoreCommunity Advisor
Community Advisor
February 14, 2019
Thanks Narayan, Totally agree; in fact, I'd been typing up a similar response, but you've covered it all. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads
JoeSalas
JoeSalasAuthor
Level 3
February 16, 2019
Hello Doug and Narayan! Thanks for your responses I'm happy to provide the following results. For some reason the {taskname} and {name} within the valueexpression is kinda unstable. valueexpression=IF({Taskname}="G0",{plannedStartDate},"") valueexpression=IF({name}="G0",{plannedStartDate},"") Sometimes the dates would not appear. I had to modify the dates on the task in order for the following two value expressions to work. The Project had been created from a Template and for testing purposes had 0 Duration 0 planned hours (did have a planned date). I was able to reference: "https://workfrontpro.com/textmode/text-mode-views-collections/#milestone-tasks">https://workfrontpro.com/textmode/text-mode-views-collections/#milestone-tasks and pull Task dates if assigned to a MILESTONE with great success. I am now focused on the second half of my report where I am experience difficulty with the syntax to reference two milestones and Subtract for a number. In the attached image, Items 3-5 are different methods used. Thanks for your help! GRAPHIC KEY 1 = Milestones dates pulled successful displayname=G0 listdelimiter= < div > listmethod=nested(tasks).lists textmode=true type=iterate valueexpression=IF({milestone}.{ID}="c0a783e6533bd7c0c57b32d6d0065003",{plannedCompletionDate},"") valueformat=HTML 2 = Milestone +Add 14 days successful displayname=MC DUE +2weeks G0 listdelimiter= < div > listmethod=nested(tasks).lists textmode=true type=iterate valueexpression=IF({milestone}.{ID}="c0a783e6533bd7c0c57b32d6d0065003",ADDDAYS({plannedCompletionDate},14),"") valueformat=HTML 3 = Take Two Milestone Dates using function WeekdayDIFF(G0 - MCCRTV) no data displayname=WeekdayDIFF(G0 - MCCRTV) listdelimiter= < div > listmethod=nested(tasks).lists textmode=true type=iterate valueexpression=WEEKDAYDIFF({milestone}.{ID}="c0a783e6533bd7c0c57b32d6d0065003".{plannedCompletionDate},{milestone}.{ID}="71681ab4d1389c65e2360253cb565e23".{plannedCompletionDate}) valueformat=HTML 4 = Take Two Milestone Dates using function SUB(G0 - MCCRTV) no data displayname=SUB(G0 - MCCRTV) listdelimiter= < div > listmethod=nested(tasks).lists textmode=true type=iterate valueexpression=SUB({milestone}.{ID}="c0a783e6533bd7c0c57b32d6d0065003".{plannedCompletionDate},{milestone}.{ID}="71681ab4d1389c65e2360253cb565e23".{plannedCompletionDate}) valueformat=HTML 5 = Take Two Milestone Dates and a minus sign, no values in a function, no data displayname=MC STATUS days past G1 listdelimiter= < div > listmethod=nested(tasks).lists textmode=true type=iterate valueexpression=IF({milestone}.{ID}="c0a783e6533bd7c0c57b32d6d0065003",({milestone}.{ID}="c0a783e6533bd7c0c57b32d6d0065003".{plannedCompletionDate} - {milestone}.{ID}="c0a783e6533bd7c0c57b32d6d0065003".{plannedCompletionDate}),"") valueformat=HTML
Doug_Den_Hoed__AtAppStore
Community Advisor
Doug_Den_Hoed__AtAppStoreCommunity Advisor
Community Advisor
February 18, 2019
Hi Joe, I'm surprised you had to refresh the dates to get them to come in, but glad you got it to work. As for taking the difference, I don't believe that will be possible within an iterate; technically, each task within the iterate is dealt with in a separate path, so by the time the second half of the subtraction is in hand, the first has already been processed, and is gone. Conversely, if you saved both dates in custom data fields at the Project level, the subtraction you're after becomes trivial. You could expose them on the same report you are showing and copy/paste them in, or if you want something more automated, consider our "http://store.atappstore.com/product/ubercalc/">UberCalc solution, which could do it for you. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads
JoeSalas
JoeSalasAuthor
Level 3
February 26, 2019
Hi Doug, thanks for your response! I was able to research the "http://store.atappstore.com/product/ubercalc/">UBERCALC available at ATAPPSTORE it looks very cool! Thanks again for both @Narayan Raum and your help! Kind regards, - Joe
C
ChrisGu1
May 2, 2019
Replying to an older thread, I'm new to the more advanced reporting method so could someone clarify what I'm thinking is correct? For the text mode example that was provided below am I correct in stating that it will pull the planned start date for the task named "G0" within the project that is referenced in the particular line for a project report? I tried this on one of mine, but it is not pulling any dates...
Doug_Den_Hoed__AtAppStore
Community Advisor
Doug_Den_Hoed__AtAppStoreCommunity Advisor
Community Advisor
May 2, 2019
Hi Chris, Since you're enumerating through tasks, you can (ok, must) then reference any property of each task directly in the loop, so instead of: valueexpression=IF({ Task name}="G0",{plannedStartDate},"") try this: valueexpression=IF({name}="G0",{plannedStartDate},"") Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads
C
ChrisGu1
May 2, 2019
Doug you sir are a legend, something so simple to most, but a big help to me much appreciated! Chris Guffey Lewellyn Technology, Inc.
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