Can you post your data (mock ) so we can see your structure and try to give a solution. Thank you
Yes Josh, it is possible with the use of hierarchy. In your example, when you create hierarchy, you want to set up Department at topmost, followed by Team and then Project. So depending on how your data looks, you will see that with simple sort the specific bins will be created.
I only have "Project" and "Project ID" so I don't know if I can use hierarchy to create what I'm looking for. The structure I am looking for would be:
Business Unit BAU
-- BU 1 BAU
---- Project 1
---- Project 3
---- Project 7
--BU 2 BAU
---- Project 8
--BU 3 BAU
---- Project 2
---- Project 4
In other words, I'd like to create a group for each set of projects and then drop them into another group. I have multiple business units that need to have their projects grouped but I'd also like to put those groups into one larger group representing all the business units as a whole. Thoughts?
Without looking into your data structure or mock data it may be a little bit challenging.So please post it so we can look at it. Thanks
I've attached a mock of my data. The columns in yellow are what I do NOT have in my data. I'm hoping this is what you're asking for in terms of structure.I'd like to be able to create two groups that don't exist and have them roll up. Thank you for your help!
Mock Example.xlsx 8.9 KB
Is that what you want?
So, I have to group the same project ID twice:
See attached file for reference. You can now even combine two group to third group say as below by calculated field
(New Group + ' , ' + New Sub Group)
sample group.twbx 42.1 KB
Please ignore the first screen shot as i highlighted wrong field :-). Just see the last picture for your desired result. Thanks
Thank you! This is great.