Grouping data in reports

[Maharshi Chatte]

Hi,

Is it possible to group data in reports. For eg there is a string field "sports" with choices like cricket, football and all this data has to me grouped as outdoor similarly table tennis, badminton choices has to be grouped as Indoor sports and then I need to create a report stack by sports(outdoor/indoor/both) and trend by year. What sort of reporting should be used here as grouping is not there and we need to create it. Should we use PA for this and is there any example how we can built it?

Also is it possible to redirect the users to the records in the table list  instead of PA hub when users click on the PA reports widget just like we do for classical reporting ?

Regards,

Maharshi

[Yashsvi]

Hi @Maharshi Chatte,

• Create a Custom Field:

  • Add a field u_sports_category to categorize sports (e.g., "Outdoor", "Indoor").

• Automate Category Assignment:

  • Use a Business Rule or Script to set u_sports_category based on the "sports" field.

• Create PA Indicators:

  • Go to Performance Analytics > Indicators > Automated Indicators.
  • Create indicators for each category with the appropriate conditions.

• Create PA Scorecards and Widgets:

  • Use PA Scorecards to track data over time.
  • Create PA Widgets to display the grouped data and trends.
• Redirecting Users to Table List from PA Widget
  2. Customize or Create a Widget:

     • Go to Performance Analytics > Widgets to edit or create a widget.
     • Modify the click action URL to redirect to the table list view.

  3. Client Script :

function redirectToList() {
    var listURL = $sp.getListURL('your_table_name', 'your_filter_conditions');
    window.location.href = listURL;
}

• Call redirectToList() on widget click.

Thank you, please make helpful if you accept the solution. 

[Maharshi Chatte]

Hi Yashsvi,

Thanks for you quick reply . Actually creating a custom field is not an option for me as the app is already in production. Can we use a breakdown script for this one? If yes then how can we write a script for this one? Or is there any other way to do this without creating custom field?

Also I am getting the below error when I added the script for redirection