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pjstrifas
Contributor ⭐️⭐️⭐️
Oct 28, 2022 3:54 PM UTC
Question

Is there a way . . . to total results from pick list per Company?

We define a “role” for “Company/Relationship Person” and the value for this role is managed by a pick list. I can generate a report from Company/Relationship Person and include this field in a report.

The problem I’m trying to solve is when I add these fields in “Show Me”:

  • Company Name
  • Role1
  • Role2

It results in a report that has multiple lines per Company (one for each Person with that role). What I want is one line per company with totals for each role.

How could I accomplish this?
 

2 replies

matthew_lind
matthew_lind
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Oct 28, 2022 4:12 PM UTC

@pjstrifas Anytime you’re looking for aggregation, or math, on a field, you can also use the Group By section of a Report.

For this use case, consider

  • Show Me: Count of GSID
  • Group By: Company > Name

The above would give you a count of Persons at each Company, one row per Company.

  • For bonus points: Also Group By: Role and then activate a Pivot inside the Settings of Role.

This extra step would still render one row per Company, and you’ll also have columns for each Role, to discern how many Persons are within each Role.

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pjstrifasAuthor
Contributor ⭐️⭐️⭐️
Oct 28, 2022 4:38 PM UTC

I believe this will work! Thank you!

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