Summary Counts


With the above chart, I want to do a summary data that I could possible chart.

You have the Project Lead, Then I want a count by Project Type for each lead.

So looking for something like this.

Project Lead Compliance Security Project, etc

Jose Garcia 10 5 4

How would I get this done

Best Answers

  • Genevieve P.
    Genevieve P. Employee
    edited 06/19/23 Answer ✓

    Hi @Buster Davis

    I can see that you have two {cross sheet references}. Have you checked that both are looking at the correct columns in the other sheet?

    To check this, click on {Project Lead}, then Edit Reference and make sure you've clicked on the correct column name in the other sheet.

    If when you click on it, the helper pop-up only says "Reference Another Sheet" this is because the {Project Lead} is only recognized as text and is not associated with another sheet.

    You'll need to delete {the reference} and click Reference Another Sheet to make the pop-up window show where you can then select the correct sheet/column.



    However if the blue hyperlink below says Edit Reference, then when you click on it a pop-up window will appear allowing to you select the correct columns.


    Does that make sense?

    If you still need help, please provide the following:

    • Confirm what error you're getting
    • Screen capture of the {Type} or {Data2} reference pop-up window showing the column
    • Screen capture of the {Project Lead} reference pop-up window showing the column
    • The formula that's being used in the other sheet in either of the two columns, or if no formulas, the column-type for each column and how the data is input (e.g. a Form, manually in the sheet, and so on).

    Cheers!

    Genevieve

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  • Buster Davis
    Buster Davis ✭✭✭
    Answer ✓

    First off, Genevieve, Thank you for taking a look at this one. Your time on as well as others was very much appreciated. I was missing the second reference. Once I created it and did some manual verifications, It seem to work so I extended it to the other columns and spotted check some numbers manually. I am not the greatest when it comes to formulas as math has not been my strong set in this area. This will help a lot for my project portfolio management dashboard I am crafting. Thank you again



  • Genevieve P.
    Genevieve P. Employee
    Answer ✓

    Hi @Buster Davis

    I'm so glad to hear you were able to get it working, well-done! 🙂

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    こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions

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