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New User Experience - Roll up the data like Pivot Options

  • 1.  New User Experience - Roll up the data like Pivot Options

    Posted Aug 20, 2020 09:25 PM
    Hello Everyone, 

    I am working on new use case to roll up the data. I have a custom investment created as (Goal, Strategy, Initiative, Epic) and I have planned cost in all of the level. I achieved the rollup using the hierarchy by connecting these custom investments.


    I wanted to group by in Grid View as well in the below format.

    What is the best approach that I can proceed ?