How do I combine like columns on my dashboard?
Hello! My org has many, many processes, which in turn has created duplicate installment forms for each process. There are about 10 similar columns that I am looking to combine into one. Is there a simple way to do this? I can't seem to put my finger on it.
I know this is an option in the regular reporting function, but the dashboard datasets combine the multiple processes a lot better and with less errors.
Below is an example of a table that I am trying to create. I want to have all of those 'Department.." columns to become one. They have the same data types.
Answers
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Hi @TaylorMckenzie our engineers will be working on a similar "Combine Like Columns" tool for this purpose. That being said, I recommend you take a look at this discussion for some temporary solutions:
I think this would be a good scenario to use the "Derived Column" feature in the tool.
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Hi @MariusDereskevicius, thank you for this. This solution worked for everything except columns with dates in them. Any solutions there?
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@TaylorMckenzie I would recommend you reach out to our support team (support@foundant.com) for that one, and we can help you troubleshoot it!
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@MariusDereskevicius The 'Is empty' formula was actually helpful. I had to create a few helper columns. Thank you for your support!
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@susannefalen Here's a solution from Marius we could try for our duplicate fields issues.
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