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Summary Report Grouping Options

  • 1.  Summary Report Grouping Options

    Bronze
    Contributor
    Posted 07-29-2019 20:33
    Would like to Group a Summary Report on Contains or some other filter. Anyone have any solutions to make this happen?

    I'm thinking about creating a formula field and trimming and then grouping on that.

    Thoughts?

    Jim


  • 2.  RE: Summary Report Grouping Options

    Posted 07-29-2019 20:34
    yes, make a field to group on ....


  • 3.  RE: Summary Report Grouping Options

    Bronze
    Contributor
    Posted 07-29-2019 20:48
    The field I want to group on is grouping by exact values and I need to group on values that start with or contain, which is not an option.


  • 4.  RE: Summary Report Grouping Options

    Bronze
    Contributor
    Posted 07-29-2019 21:12
    My Excel brain says "use a helper field". Would that work for you here?


  • 5.  RE: Summary Report Grouping Options

    Bronze
    Contributor
    Posted 07-29-2019 21:15
    I created a new formula field and used left() to group, it works.


  • 6.  RE: Summary Report Grouping Options

    Bronze
    Contributor
    Posted 07-29-2019 21:19
    Yep, there you go.

    Perhaps worth noting that some report types do natively include 'first word' grouping as an option (I know bar charts, which have their own weaknesses, do have this choice).