Group by Month on a Heat map

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10-29-2018 02:38 PM
I've been tasked to create a heat map that will show assignment groups for rows and Month closed for Columns. The aggregation is the average Resolve time. The issue is that I cannot Group by Month so the report has dates and time along the X axis. How can I group by month without performing an invasive change like adding a field to a table?
Running Jakarta at the moment.
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02-14-2024 07:49 AM
This is an old question but I was just researching the same problem. I also wanted to use a heatmap in the basic reports using due date (but rather the month instead of the actual date and time) with a grading field we use on the record. I found that there are two sub-optimal "solutions" to the problem
You can use a heatmap from the basic reporting and select due date as the columns, and another field as the rows. The only issue with this is that the due date field does not give you the following weeks or months, it gives you a columns for each date. Since the due date field also includes the timestamp, you will have multiple rows for the same day if the timestamps of different records are within the same day. This is not ideal. See the attached image. Alternatively, you could make multiple reports( or one report with multiple datasets) that includes due this month, another for due next month, and so on. This is not ideal either but it should work.
Option two is to use the Column type report in the Time Series section, and in configuration set the trend by to be date type field (due date in my case), and then select per Month in the Calendar section. This will give you a monthly overview of tickets that will expire per month. You can also use the group by functionality, and select stack, to make the bars group, or stack, by a category or grading - e.g priority/severity/grade.