How combine a few values in a column of table to single value for a report?

[chethann]

Hi All,

I have created report called 'Change Trend Report' for 'change_request' table.

The report is - State v/s opened changes per month, Aggregation is count.

Currently the report has following states are - Approval, Open, New, Closed cancelled, Draft, Closed complete, Assess & Validate and Quality Review.

I want to combine the following states into one - Open, New, Draft,Assess and Validate, Scheduled   are called as   'New/In progress. and remaining should be the same.

How to achieve this?

Any suggestion is welcome.

Regards,

Chethan kumar B N.

[Padmanabam Tiru]

Hello Chethan,

Through reporting we may not be able to achieve this as far as I understood. But this can be achived using Performance Analytics. Just create an Automated indicator to fetch the change request data with required conditions and create an scripted breakdown on State field, you can use bucket groups here to achieve this. Define buckets as New/In Progress and remaining all other state values except the elements falling under New/In Progress. Now in the script just verify the state value of current change_request record and return it to the right bucket. for ex: if state is New return it to bucket New/In Progress or if state is Closed Cancelled return it to Closed Cancelled bucket.

If you want to do it only using Reports, then you need to create a new column to change_request table and create a BR against this table to update the new column value accordingly. For already existing records, you need to run a fix script again to change the column value. I would suggest to use PA rather than creating new column and writing BR.

[chethann]

I used create a report and import into the Performance Analytics dashboard.

Could please explain the using Performance Analytics in details or please suggest a any document links is help us.

[Adam Stout · Accepted solution]

If you need this for reporting, I would look at using a calculated field (although you can't reliably query this) or a new field with a BR to keep it up to date.   I do not recommend PA for transformations unless you do NOT need to report on it and you do need to trend it or set targets on it.

You can also look at Report Ranges.   I believe it would work here but it will always do this grouping for reports that group (e.g. bar charts, donuts, pies, etc.).   Not sure if this will work for you or not.   It will not apply to pivot charts.

[chethann]

Report Ranges is worked but it looks like, it will apply to all the report with same table and column name. How can i apply Report Ranges to specified report.