Get What You Need

How to Chart by Task Assignee Home Group (or Home Team, or Primary Role)Oasis

A recent challenge in the community forum caught my attention this week. A number of folks would like to be able to group Tasks by the Primary Assignee’s Home Team (or Home Group, or Primary Role), but — in short — that data is “too far to reach” from within Workfront. This post illustrates how to Get What You Need.

“You can’t always get what you want
You can’t always get what you want
You can’t always get what you want
But if you try sometimes well you just might find
You get what you need”

— The Rolling Stones

Step 1. Expose the IDs

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Step 2. Create the Formula

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TIP: you could also improve the formula to highlight Users whose Home Group (or Home Team, or Primary Role) are missing, which might also be helpful

Step 3. Add the Parameter and Paste the Formula

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Step 4. Confirm the Data

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Step 5. Set the Report Grouping

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Step 6. Set the Report Filter

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Step 7. Set the Report Chart

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BONUS: Download our Excel Helper File

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As I often say, “It always works out in the end. So if it hasn’t worked out, it isn’t the end.”

On October 18th, 2016, posted in: Advanced, Cool, Philosophical, Practical, Theory by