Hello,
I am trying to condense a list of results from a custom module into some simplified counts.
I am looking to group the output by assigned user and then provide a count of 2 sub groups from a single field.
Conform Type has 2 values, “16AI” and “8RO”. I am looking to find a total count that each user has assigned of these 2 values.
Any suggestions would be very much appreciated.
-Adam
Adam, do you mean something like this?
In my example I count the number of opportunities per opportunity type per user.
Alternative display would be with a pivot table.
Following example presents the number of opportunities per user per sales stage
Hello Martval,
This worked perfectly! Thank You for for quick response.
I refined it slightly by just not showing the user column and let them just show user by groups.
Thanks Again!
-Adam
Hello,
Would you happen to know a way to add columns and provide the totals on a weekly basis?
My boss has asked that I run this as a rolling weekly report and add the new weeks information onto the end of it. I dont mind entering all date ranges as there is only 26 weeks this report will be used.
I have marked up an excel export to show what Im looking for, and if anybody could point in the right direction I would appreciate it.
-Adam
Adam, that kind of view willnot be possible with the grouped view.
You will have to change to pivot.
I dragged date entered to manipulate tab, added customFunction YEARWEEK({t}.{f} and grouped by it. I reordered grouping sequence. I renamed the column date created field to Week created
Pivot settings:
