RELATED IDEAS
Allow filtering to apply to a subset of data within a pivot
What is the challenge? |
Because of the relational nature of reporting in Aha!, filters applied for child records of the primary record will impact the primary record data points included in my report. It would be great to be able to apply filters separately to a particular record similar to how you can filter by column in the hierarchy report. |
What is the impact? |
Multiple reports and/or use of calculation columns is required to achieve the desired output. |
Describe your idea |
Generically, I want to know how to show ALL [parent item subject to parent field filters] with [child items subject to child field filters, blank if no child items match child filter].
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MERGED
In reports, enable optional filtering
When running a report that includes more than one type of record (initiatives and features, for example), we'd like to be able to filter on the secondary record without losing primary records that don't have any data in the secondary record type. ...
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Future consideration
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We are able to solve this problem with advanced filtering using subgroups and Is blank, but this idea would be a much more elegant solution. As it is now, we have only a few 'advanced report writers' who can maintain the filters to get this kind of output, and it completely eliminates the ability for a non-expert viewing the report to adjust the filters without breaking them.
We have a similar issue filtering on the release name. It filters out based on the primary record (epic), but this hides some secondary records (feature) which are actually in the release which we are filtering on.