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Grouping: display the result of aggregating multiple calculated values in a grouping

Last update: Thu Dec 07 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

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You can use text mode in a column to display a calculation between two fields in the view of a report or list. Each line displays the calculation for each object in the report or list.

For example, you can display the difference between Actual Hours and Planned Hours in a third column called Work Balance for each task in a task report. For more information about calculated data expressions, see Overview of calculated data expressions.

You can display the aggregated value of multiple calculated view items in the same column in a grouping by adding a calculation to the aggregator line of the column that contains the calculated value. For example, you can aggregate (display the sum of) the amount of Work Balance hours of all the tasks in the grouping of the report or the list for the Work Balance column. This article describes how to do this.

Access requirements

You must have the following access to perform the steps in this article:

Adobe Workfront plan*
Any
Adobe Workfront license*

Request to modify a grouping

Plan to modify a report

Access level configurations*

Edit access to Reports, Dashboards, Calendars to modify a report

Edit access to Filters, Views, Groupings to modify a grouping

NOTE

If you still don’t have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Object permissions

Manage permissions to a report

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Display the result of aggregating multiple calculated values in a grouping

  1. Go to a task report, click Report Actions > Edit.

  2. In the Groupings tab, click Add Grouping, and start typing Project Name in the Group your Report > First by field, then select it when it displays in the list.

  3. In the Columns(View) tab, click Add Column, then start typing Planned Hours in the Show in this column field, then select it when it displays in the list.

    note tip
    TIP
    Always start adding as much information using the Standard interface before you edit information in text mode. Add fields that are closest to or contain the most amount of information that for the calculation you are trying to make.

  4. In the Summarize this column by field, select Sum, then click Done.

  5. Click Switch to Text Mode in the column you added.

  6. Hover over the text mode area, and click Click to edit text.

  7. Replace the valuefield and the aggregator.valuefield lines with the lines highlighted in the following text mode example:

    code language-none 
    valueformat=compound
aggregator.displayformat=minutesAsHoursString
aggregator.valueexpression=ROUND(({workRequired}-{actualWorkRequired}),2)
aggregator.function=SUM
aggregator.valueformat=val
aggregator.namekey=workrequired
linkedname=direct
textmode=true
valuefield=workRequired
namekey=workrequired
valueexpression=CONCAT(ROUND(({workRequired}-{actualWorkRequired})/60,2)," Hours")
viewalias=workrequired
displayname=Work Balance
    note tip
    TIP
    In order to get the aggregated value in the grouping to display the aggregated difference between the Planned Hours and Actual Hours fields, input the same equation into the aggregator.valuefield line. The aggregator.displayformat used for the Planned Hours column converts minutes to hours. Because the Planned Hours field was used as a placeholder, this line doesn’t need to be adjusted.
    The minutesAsHoursString definition of the aggregator.displayformat line means there is no need to divide each field by 60 as done on the valueexpression for the results. In this aggregator.valuefield=workRequired becomes: aggregator.valueexpression=ROUND(({workRequired}-{actualWorkRequired}),2.

  8. Click Save+Close.

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