Need to create a report filter where Project Group doesn't match the Portfolio Group | Community
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Tracy_Parmeter
New Participant
March 23, 2023
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Need to create a report filter where Project Group doesn't match the Portfolio Group

  • March 23, 2023
  • 1 reply
  • 506 views

Does anyone know how/if I can create a filter on a report that would show me only projects who's group (groupID) does not match the group for the portfolio (portfolio:groupID) the project is part of?

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Best answer by RandyRoberts

Here's your filter:

portfolio:groupID=FIELD:groupID portfolio:groupID_Mod=ne

Here's your Portfolio Group Name column:

displayname=Folio Group linkedname=portfolio namekey=view.relatedcolumn namekeyargkey.0=portfolio namekeyargkey.1=group:name querysort=portfolio:group:name textmode=true valuefield=portfolio:group:name valueformat=HTML

 

TIP: if this solved your problem, I invite you to consider marking it as a Correct Answer to help others who might also find it of use.

1 reply

RandyRoberts
RandyRobertsAccepted solution
New Participant
March 23, 2023

Here's your filter:

portfolio:groupID=FIELD:groupID portfolio:groupID_Mod=ne

Here's your Portfolio Group Name column:

displayname=Folio Group linkedname=portfolio namekey=view.relatedcolumn namekeyargkey.0=portfolio namekeyargkey.1=group:name querysort=portfolio:group:name textmode=true valuefield=portfolio:group:name valueformat=HTML

 

TIP: if this solved your problem, I invite you to consider marking it as a Correct Answer to help others who might also find it of use.