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jcastr02
Post Prodigy
Post Prodigy

Table Visual - Grouping

I have a table visual with various fields showing.  How can I group by work order number (second column) so that they look like single entry rows and the user can just expand using +.   I tried the matrix visual and that didn't work.  Any guidance would be appreciated.  Thank you.  

 

 

StoreCare+.png

2 REPLIES 2
timg
Solution Sage
Solution Sage

Hi jcastr01,

You could achieve this by placing both the workorder and date in the "rows" section of the matrix visual. This way all values will be summarized to Workorder level, and below that you will have all records per date for every workorder. all the other values can be placed in the values section of the visual.

Do keep in mind that there are some limitations to the visual you are trying to make. e.g. you are trying to summarize text values to one record per workorder#. Since text can't be aggregated you do need to make a decision for these columns of what you would like to show. For example, in the image below you'll see that I have chosen to display the "first value" for all the text values when they are aggregated to the highest level. 

1.PNG

Regards,

Tim





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@timg Thanks for your help - running into a snag, this example here has multiple rows but when I above, it's only showing one of them vs. all 3.  I made sure that all my fields that are in values are set up as text to avoid any summary...any other thoughts?storecare+++.png

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