Categorize one object by if another different object is related.

Question

I want make a report that says if a Service Request has one of a specific type of Task then categorize that SR as "Category 1" and if it does not call it "Category 2".
I tried doing this using this calc: "case WHEN Activity.Type = 'Request New' then 'Category 1' else 'Category 2' end"
It works the closest but if a SR has one 'Request New' task and a task of a different type, it gets double categorized.
I want something that says if it has a 'Request New' task the it should ignore the others and categorize it as 'Category 1'.
Any ideas on how to do this? I'm stumped. Thanks ahead for your help.

Answer 1

Hi 830832,
This is a tough one and I don't see a way to do it in a single report. You could, however, create two reports and combine them for display purposes in a dashboard or custom tab.
Here is a simplified example (this would be an Activity report):
SR ID | SR | Type (from Activity) | Category (calculated value as below)
--> Filter on Type = 'Request New'
This is your "Category 1" report.
For your "Category 2" report, you want all the other SRs that DON'T have an activity of Type = 'Request New' So use the first report as a filter in your second report:
Where SR ID IS NOT IN (name of sub report).
Another alternative to consider is using ome external mechanism (web services or manual import / update ) to explicitly mark the SRs as "category 1" or "category 2". This would make reporting super easy, but clearly adds some overhead.
Good luck!