Stacking columns within a section?

I get this. Really important. Specially in business intelligence systems Victoria stuff.

Hi Dan,

Thanks for getting in touch. I think that the only way to accomplish this will be to use a union sub query, in concert with two view level calculated fields to provide you with a field to section by.

So your calculated fields would simply return strings (This will give you something to place into sections):

X with eq: "X" (or first 3)

Y with eq "Y"

Here is my data preview tab:

Place fields 1-3 into the report, field X into the "sections", then create a union sub-query that joins on:

1=4

2=5

3=6

X=Y (sections require a join as well)

The result of this will be:

You will then need to re-name your columns appropriately.

Please let me know if this works for you.

Regards,

Nathan

Hi Nathan,

As I feared, that was well outside what I currently understand how to accomplish with YF. Looks like I'm going to settle with a simple row based report.

Thanks anyway,

Dan

Hi Dan,

Im sorry I might have taken the word sections a little too seriously in that response, and tailored my suggestion around that. If your final goal is achieving this visually for export purposes, have you tried employing the co-display functionality? (you can place multiple reports in to the top and bottom co-display).

IRegards,

Nathan

No I haven't, but that sounds intriguing. Could I accomplish a similar export result (formating shown in the chalk board photos) that way? Are their visual examples available, so I could compare?

Hi Dan,

Here is a video on how to enable co-display and link your report's filters.

https://www.youtube.com/watch?v=_5toIXhiyCc

Essentially, columns A-C would be placed in the first report, while C-F would appear in the second report. This will allow you do display large amounts of columns in a sensible fashion, with a final result similar to the "sections" display.

Is this the effect you are going for here?

Regards,

Nathan

Hi Nathan,

Co-Display likely won't work as I currently understand it. The format is a similar effect, but only if 1 section is exported. The goal of this report is to export multiple sections simultaneously. Consider IMG_7115.JPG, there are two sections listed, the upper (columns a-c) and lower (columns c-f) rows are grouped per section. With co-display these upper and lower rows for each section would be separated when multiple sections are exported. For example the table order would be something like: section 1 upper, section 2 upper, section 1 lower, and section 2 lower. With more assets, that pattern would further seperate upper and lower information, and be difficult to follow. Is there a way to prevent separating the sections for the upper and lower rows with co-display?

Hi Dan,

Would you be interested in scheduling a screen-share? If so please let me know what time works best for you. I am on United States mountain time.

Regards,

Nathan

Hi Nathan,

Sure. I'm available now, or tomorrow at the same time.

Thanks,

Dan

Hi Dan,

Now works for me. Just click the link below whenever you are ready:

https://meetings.ringcentral.com/j/1496565335

Nathan

Hi Dan,

Per our discussion, I'm going to go ahead and close this ticket, but please let me know if you run into any other issues and the case will be re-opened.

Regards,

Nathan

Closed Request Survey.