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

chethann · ‎02-13-2018

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.

Adam Stout · ‎02-14-2018

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.

View solution in original post

Ashutosh Munot1 · ‎02-14-2018

Hi Chethan,

Open, New, Draft,Assess and Validate, Scheduled: This is your First Group right?

Please confirm.

Thanks,

chethann · ‎02-14-2018

yaa, First group.

Kuldeep Kumavat · ‎02-20-2018

Hi Chethan,

You can also try using Multiple Data sets in a report. This feature required Performance Analytics Premium for versions prior to Jakarta, from Jakarta they have made it available to all users. But again, multiple data sets also work with reports which can group (columns/ bar etc.)

The other option as suggested by Adam is to create a new field and keep it in sync.

Regards,

Kuldeep