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

Last update: Mon Oct 28 2024 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

Expand to view access requirements for the functionality in this article.

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

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Adobe Workfront plan Any
Adobe Workfront license*

New:

  • Contributor to modify a filter

  • Standard to modify a report

Current:

  • Request to modify a filter

  • 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 filter
Object permissions Manage permissions to a report

*For information, see Access requirements in Workfront documentation.

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 by field, then select Project > Name 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.

  5. Click Switch to Text Mode in the column you added, then click Edit Text Mode.

  6. Replace the text in the box with 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.

    1. Click **Done**.

  7. Click Save+Close.

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