Group by in Reports Category AND Subcategory
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09-15-2017 08:30 AM
I'm trying to find a way to Group by category AND subcategory in a report (for Incident for example). It only allows me to select one field for grouping. I don't want a group of just category, I would like my data grouped in a list by both Category and Subcategory combination.
I see I can do a pivot table. Is there any other way?
Lisa Kemes
We are on Istanbul

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09-15-2017 08:33 AM
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09-15-2017 08:43 AM
Unfortunately that won't work in my case. The reason why I need to group by cat and subcat is to get a number (count) for each cat/subcat group so I can then report on (somehow, not there yet) what the top 10 cat and subcats of incidents there are.
And I'm just using cat and subcat as an example. I actually have THREE fields that need grouped by (custom fields), but if I can get an answer on cat/subcat I can probably do it with three fields as well.
Lisa

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09-15-2017 08:52 AM
I was under the impression that the "+" to the right of the group by field would allow you to do sub-groupings, but my test on category/subcategory on an incident list didn't show any difference after adding subcategory. Now I have no idea what that is for.
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09-15-2017 11:01 AM
Yeah, I thought that + to the right of the group by field was to allow sub groupings too. Add a field to it and then run your report again, you'll see that a select box appears at the bottom of the report that allows the user to then select which field to group by. Pretty cool feature, but not what I need.