Posted: 2011-02-14 02:43 |
I'm trying to build a report in WB to count the number of activities created each month. I've created a similar report before on opportunities which extracts the amount forecasted each month by using month(). I can't quite seem to add a Count() function in. In my mind I would need an IF statement too but I can't get that to work either.
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Posted: Mon, 14.02.2011 - 03:43 |
Hello, Yes, you're right. A count / tally of the records can be achieved by adding a calculated column with this formula COUNT(id). You're just missing the "id" bit in your formula. Here's a link to other useful formulas. NOTE: It is important to remember that if you want to "breakdown" the count into sub-sets / grouped / summarised data you need to use the Summarise by tab. A good example of this is Open Support Cases by Type or open Opportunities by Stage. Simply select a relevant summary column on the Summarise by tab to produce the desired report: Failing to summarise will result in a misleading report. Note in the previous screenshot there were 8 open cases, split over 5 case types. However, if you use the count without a summarise by column, and display any other columns you'll get a misleading report. The first Case Type is displayed alongside the count, which is taking account of all open cases, or any type: |
Posted: Wed, 14.08.2013 - 11:48 |
In the next release of Workbooks, due out in late summer, you can build the same report by undertaking the following steps:
The details view now displays all Cases and their Case Type. A Summary View can be added so that we can group by Type and then Count the number of records of each type. To do this:
'COUNT( PARENT('Object Reference'))' This counts the number of Cases for each Case type. The report should look something like the one below (click to enlarge).
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