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Group and Chart a Report by a Multi-select Custom Field

You can group by the value in a multi-select custom field in a Workfront report. Examples of multi-select custom fields are:

  • Checkboxes
  • Multi-select dropdown menus

You can group by this type of field only by using text mode. For information about using text mode, see "Understanding Text Mode."

You cannot chart a report by a multi-select custom field. You need to create an additional calculated field that refers to the multi-select custom field to also chart the report by the value of the multi-select custom field. 

Grouping by Multi-select Custom Fields

To be able to group by a multi-select custom field, you must have the following prerequisites:

  • Build the multi-select custom field in a custom form.
    For information about building custom forms and adding custom fields to them, see "Creating Custom Forms."
  • Attach the custom form to objects.
  • Populate the multi-select custom field with a value on each object. 

To group by a multi-select custom field in a report:

  1. Create a report or edit an existing one where you want to add a grouping for a multi-select custom field.
    For information about creating reports, see "Creating a Report."
  2. Select the Groupings tab.
  3. Click Switch to Text Mode.
    switch_to_text_mode_link.PNG
  4. Select the text in the Group your Report box and replace it with the following code:
    group.0.displayname=Multi-select Custom Field Name
    group.0.valueexpression=DE:<Multi-select Custom Field Name>
    group.0.valueformat=HTML
    textmode=true
  5. Replace "Multi-select Custom Field Name" with the actual name of your multi-select custom field, as it appears in Workfront.  
  6. Click Save and Close
    The objects in the report are grouped by the values of the multi-select custom field. 
    The name of the groupings of the report are the names of the multi-select custom field followed by the values selected in the field. 

Charting by Multi-select Custom Fields

You cannot build a chart in a report by referencing a multi-select custom field. Instead, you can create a calculated field that records the values of the multi-select custom field on a given object and group by the calculated field. 

Building a Calculated Field that References a Multi-select Custom Field

To be able to build a calculated field that references a multi-select custom field, you must have the following prerequisites:

  • Build the multi-select custom field in a custom form.
    For information about building custom forms and adding custom fields to them, see "Creating Custom Forms."
  • Attach the custom form to objects.
  • Populate the multi-select custom field with a value on each object.

To build the calculated custom field that references the multi-select custom field:

  1. Create a custom form, or edit an existing one.
    For information about building custom forms  see "Creating Custom Forms."
  2. Add the multi-select custom field to the form. 
  3. Click Add a Field, then Calculated.
  4. In the Label box, name the new calculated field to indicate that it references the multi-select custom field.
    For example: Calculated Multi-select Field
  5. In the Calculation box, enter the following code: 
    {DE:Multi-select Custom Field}
    IMPORTANT Replace "Multi-select Custom Field" with the actual name of your multi-select custom field, as it appears in Workfront. 
    calculated_multi-select_custom_field.PNG
  6. (Optional) If the multi-select custom field is already on this form and if this form is already attached to objects, enable the Update previous calculations option.
    This ensures that the new field is automatically populated with the value from the multi-select custom field as it is added to the forms attached to the objects already.
  7. Click Done.
  8. Click Save +Close.

Building a Chart that References a Calculated Field

  1. Go to the report where you want to add the chart for the calculated field that references the multi-select custom field. 
  2. (Optional) To ensure that all the calculated fields that you want to chart by are populated with values, select all the objects in your report, then click Edit.
  3. (Optional and conditional) Enable the Recalculate Custom Expressions field, then click Save Changes
    recalculate_custom_expressions.PNG
  4. Click Report Actions, then Edit.
  5. Select the Groupings tab, then click Add Grouping.
  6. Add the Calculated Multi-select Field you created as your grouping. 
  7. Select the Chart tab, and add a chart to your report.
    For information about adding a chart to a report, see the "Adding a Chart to a Report" section in the "Creating a Report" article. 
  8. Select the Calculated Multi-select Field as one of the fields to display in the chart. 
  9. Click Save + Close.
    The report displays the results grouped by the Calculated Multi-select Field in a chart. 
This article last updated on 2019-01-14 13:48:25 UTC