Hi all - I'm open to either a direct answer or any alternative ways of doing this !
Thanks.
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Hi David. I spent a little time this morning chasing your Matrix Grouping using the API. Here's how an example similar to yours looks under the covers, in JSON:
{ { "group": [ {
"linkedname": "assignedTo",
"namekey": "view.relatedcolumn",
"namekeyargkey": [
"assignedTo",
"name"
],
"orientation": "H",
"valuefield": "assignedTo:name",
"valueformat": "string"
},{
"linkedname": "assignedBy",
"namekey": "view.relatedcolumn",
"namekeyargkey": [
"assignedBy",
"Current Crew"
],
"orientation": "V",
"valuefield": "assignedBy:Current Crew",
"valueformat": "customDataLabelsAsString"
},{
"linkedname": "assignedTo",
"namekey": "view.relatedcolumn",
"namekeyargkey": [
"assignedTo",
"Is Supervisor"
],
"orientation": "V",
"valuefield": "assignedTo:Is Supervisor",
"valueformat": "customDataLabelsAsString"
} ] ,"textmode": "false"
} }
Your mission, if you choose to accept it, is to follow this pattern and find a way in regular text mode on a report grouping to in fact instruct the report to format a matrix grouping, and then extend that approach to switch to the Task custom fields you seek, instead of the two Assigned To custom fileds in the example above.
This message will self destruct in 10 seconds.
As might your experiment.
Regards,
Doug
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Hi Doug,
I finally got around to having another look at this, and your tip was spot-on! My notes and sample text-mode grouping are below:
Instructions:
Use text-mode to create a standard set of groupings. The key items to add which are different, are the 'orientation' lines (H for Horizontal and V for Vertical). Once it is working for you as a standard grouping, change the report to a matrix grouping. Don't change the grouping fields, but you can still go in and adjust the other Matrix Settings. The only issue seems to be that when the report loads, the Matrix tab doesn’t show by default, even it is set in the settings.
Sample text-mode grouping:
textmode=true
group.0.namekey=view.relatedcolumn
group.0.namekeyargkey.0=assignedTo
group.0.namekeyargkey.1=name
group.0.linkedname=assignedTo
group.0.valuefield=assignedTo:name
group.0.valueformat=string
group.0.orientation=H
group.1.namekeyargkey.0=task
group.1.namekeyargkey.1=ProductTypeRep
group.1.namekey=view.relatedcolumn
group.1.valuefield=task:ProductTypeRep
group.1.linkedname=task
group.1.valueformat=customDataLabelsAsString
group.1.orientation=V
group.2.valuefield=task:TaskTypeRep
group.2.linkedname=task
group.2.valueformat=customDataLabelsAsString
group.2.namekeyargkey.0=task
group.2.namekeyargkey.1=TaskTypeRep
group.2.namekey=view.relatedcolumn
group.2.orientation=V
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David,
I tried your logic. Instead of custom fields, I have an Workfront reference field. The matrix report will give me only the teamID and not the team name. I would like to see the team name in the matrix and the chart.
group.0.linkedname=owner
group.0.namekey=view.relatedcolumn
group.0.valuefield=owner:homeTeamID
group.0.namekeyargkey.0=owner
group.0.namekeyargkey.1=homeTeamID
group.0.valueformat=string
group.1.linkedname=owner
group.1.namekey=view.relatedcolumn
group.1.valuefield=owner:name
group.1.namekeyargkey.0=owner
group.1.namekeyargkey.1=name
group.1.valueformat=string
textmode=false
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Hi Sunil - try this:
group.0.linkedname=owner
group.0.namekey=view.relatedcolumn
group.0.namekeyargkey.0=owner
group.0.namekeyargkey.1=homeTeam Name
group.0.valuefield=owner:homeTeam:name
group.0.valueformat=string
group.1.linkedname=owner
group.1.namekey=view.relatedcolumn
group.1.namekeyargkey.0=owner
group.1.namekeyargkey.1=name
group.1.valuefield=owner:name
group.1.valueformat=string
textmode=true
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Sunil – the instructions are there to show how to put it into a matrix format.
What do you mean that the Team name is showing no value? I tested this in an Hours report and it worked fine. What kind of report are you using?
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I've tried manual matrix text mode for 2 different use case, but it does not seem to work either time. Is it possible to use valueexpression for custom text mode matrix? Every time I flip to text mode after the grouping "successfully" take, the value expression group gets deleted/kicked out. Any comments would be appreciated. TIA.
Sample code below:
textmode=true
group.0.namekey=view.relatedcolumn
group.0.orientation=H
group.0.namekeyargkey.0=owner
group.0.namekeyargkey.1=name
group.0.linkedname=owner
group.0.valuefield=owner:name
group.0.valueformat=string
group.1.orientation=H
group.1.valueexpression=IF({hourTypeID}.{name}="Out of Office","OOO","Work Hours")
group.1.name=Hour Type
group.1.valueformat=HTML
group.2.valuefield=entryDate
group.2.linkedname=direct
group.2.valueformat=atDateWithOutTimeAsDayString
group.2.namekey=entryDate
group.2.orientation=V
group.2.groupdatesby=DY
group.2.notime=true
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Following up on this one. I would love to see if anyone has an answer to DavidNg1's last question.
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