Combining multiple groups into few groups

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Hi Guys, I wanted to combine data and group these 12 categories into 4 categories. How can i group together data, so that my report shows only 4 category colors instead of 12
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Anurag Sharma

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Posted 2 years ago

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Matthew Neil

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Create another field or lookup field (depending on your set up and relationships)

Those new categories will basically sub-group things out.  Then use those for your report.  

Can you describe your relationships and current set up a little more?
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Anurag Sharma

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Thanks matthew,
In this i have investment for each category and i want to combine my investment in 4 parts Very Important, Important ,Normal,can be Delayed. For that i wanted to join investment of each above category and wanted to group them. If possible can you please elaborate on how can i do that.. Maybe a formula or something..
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Matthew Neil

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Create a formula-text field and use a case formula to 'categorize' your importance.

Call the field [Importance]
>
use this formula structure (some of the names or fields may need to change based on your naming)
>

Case([Category Field],
"B", "Very Important",
"Hotels", "Very Important", 
"International", "Very Important",
"IR", "Important",
"Meals", "Important", 
"P", "Important",
"C", "Normal",
"Direct", "Normal",
"Running", "Normal",
"Contract", "Can Be Delayed",
"Strategy", "Can Be Delayed",
"P", "Can Be Delayed",
"")