Forum Discussion

JimHarrison's avatar
JimHarrison
Qrew Champion
6 years ago

Summary Report Grouping Options

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
reports and charts
Tips and tricks
  • JimHarrison's avatar
    JimHarrison
    Qrew Champion
    6 years ago
    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.
    • AlexCertificati's avatar
      AlexCertificati
      Qrew Cadet
      6 years ago
      My Excel brain says "use a helper field". Would that work for you here?
  • JimHarrison's avatar
    JimHarrison
    Qrew Champion
    6 years ago
    I created a new formula field and used left() to group, it works.
    • AlexCertificati's avatar
      AlexCertificati
      Qrew Cadet
      6 years ago
      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).