I’m exploring options for dynamic grouping in one of our owned reports and was wondering if bucketing can be used for “types” other than relative periods and dates.
Can you provide some more details or an example of how you want things to be bucketed?
Our use case is similar to what we had chatted about this morning. We want our report for work orders servicing equipment equipment to provide subtotals by equipment type but we were exploring a way to do that with broader categories. So it would be grouping list look up values into larger buckets. For example, the LL values of “coat - shell” and “coat - lining” can be grouped into a larger category of “coats”. If that isn’t natively supported with bucketing, we may go the route of some sort of master table for these groupings.
I think you might want to attach a multi-select list lookup to the raw data and figure out how to tag each of the rows in the source table as including the value ‘coats’.
Then, in a report flat table, using a flat data logic block you would flatten down all the data from the source table so that each row in that table which included a tag for ‘coats’ ended up with its own row in the flat data table. If rows had multiple tags in the source data table, that would result in multiple rows in the flat data table, one per tag.
Then in the report, you would group by that flattened field so you could see all the rows for coats in one grouping, and so forth for all the various different tags.
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