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I have a report and I would like to add a new column; however the fields I would like to ask do not appear

  • 1.  I have a report and I would like to add a new column; however the fields I would like to ask do not appear

    Posted 01-30-2019 14:09
    I have a report which includes different columns related to some fields.

    I would like to add some new columns, however the columns I would like to ask (which are details of each of the tasks - concretely completed date) are not in the options available. 

    Basically if I click on adding a column:


    The tasks I am looking for is not available to be chosen (I've checked all the possible options and it's not there):
    ">https://d2r1vs3d9006ap.cloudfront.net/s3_images/1774714/RackMultipart20190130-100145-1ev2p8a-2_inline.png?1548857199">

    However, if in the report I click in one of the projects:
    ">https://d2r1vs3d9006ap.cloudfront.net/s3_images/1774715/RackMultipart20190130-97136-1gxo59j-3_inline.png?1548857239">

    I can find the data I am looking for:

    ">https://d2r1vs3d9006ap.cloudfront.net/s3_images/1774716/RackMultipart20190130-66111-gnuhy2-4_inline.png?1548857264">

    How can I add the completed date of that task into the report for each of the relevant projects?

    Please also find attached a picture of the relationship diagram:

    ">https://d2r1vs3d9006ap.cloudfront.net/s3_images/1774717/RackMultipart20190130-75105-ip1bco-5_inline.png?1548857335">

    I believe this is quite complex, so I hope the pictures make it much easier; please feel free to ask me any questions, I have spent days trying to sort it out with no result.

    Any help would be massively appreciated.

    Kindest regards,

    Eduardo.


  • 2.  RE: I have a report and I would like to add a new column; however the fields I would like to ask do not appear

    Posted 01-30-2019 19:45
    From what I can tell, Projects is the parent and Tasks is the child? If that is right then you wil not be able to look at a specific task completion date as a column on the projects report. One option is to create a formula field that equals "ToText([Completion Date])" and then create a combined text summary field on the projects table that sums this field up from the tasks table. You can then display all child task completion dates as a combined text field. 

    Otherwise, You can use various summary field options to capture just one completion date from the tasks records. For example, You could get the last date by doing a "max." summary. Or the first date by doing a "min." summary. A note to make is that last I knew date fields were not summarizable, the workaround is the convert the date field to a date/time field, either directly or through a formula rich text field. 

    Hope this helps.


  • 3.  RE: I have a report and I would like to add a new column; however the fields I would like to ask do not appear

    Posted 01-30-2019 21:34
    You are finding the specific task that is a child record in a report from the task table being shown in the form via a Report Link field in the Project table. If you use a summary you will have to be specific to the task and filter the max summary field to be for that field only.



  • 4.  RE: I have a report and I would like to add a new column; however the fields I would like to ask do not appear

    Posted 02-05-2019 14:52
    It worked, many thanks for your help! It is massively appreciated