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jackiburns's avatar
jackiburns
Data Storage
09-08-2023

Pie Chart - High-Level Grouping by Type

We are trying, at a quick glance, to distinguish between records processed via automation vs those processed manually.  For automation, we have approximately 11 different automated processes that may have last touched a record, with each process having a distinct "user" name. 
Is there a way to group all of my automated process so I have only two values on the main chart (automated vs manual) at the designer level?

dashboards & reporting

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  • irismaessen's avatar
    irismaessen
    Data Pipeline
    09-11-2023

    If your 'manually' processed records do not have a 'username' in their data, you could create a piechart with two formulas in the values tab; 


    One with ([# of record ids],  where username = '' ) and the other with ([# of record ids],  where username <> '' )

    Or something similar