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I'm struggeling with grouping a report based on either multi-picklist values (probably not going to work looking at the known salesforce issue) or based on different checkbox values ->but also with checkboxes I'm lost as I'd like to group by the different checkbox values and not only just get the count/sum by each checkbox...

 

Wouldn't it be possible by doing some custom coding or formula fields? If so many thanks for helping me on the formula/code.

 

This is my scenario:

 

We are categorizing our partners into the 6 categories (they can be within multiple categories, atm we have multi-picklist):

 

VAR

 

ISV

 

Technology

 

System Integrator

 

Consulting

 

Strategic Alliance

 

I'd like to achieve reportings where I can group all partners by the different pick list values (the single ones not the combination as per SF standard). I'm also open to switch to checkboxes for each value but then how can I achieve to group as I can only have 3 field in the grouping section.

 

In the end I'd like to have report like this;

 

formula to use as bucket field in reporting to categorize/group by checkbox or multipicklist values
12 respostas
  1. 20 de ago. de 2019, 11:06
    Hello Philipp,

     

    I could guide you through the steps, but I recommend you to test it before proposing it to anybody else (in case it is for a customer) since using a junction object for storing this information instead the multi-picklist has a lot of implications, most of them affect reporting. Also, in case it is required, is quite difficult to keep both this junction and the multi-picklist.

     

    First step is creating the custom objects as mentioned before. Let me know if you have any doubts about that.

     

    Best regards,
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