Dashboards: Show 'Assigned to' count for each user

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Hi, I'm new to dashboards. I want to show the workload assigned to each person. My 'assigned to' column has several names for every row.

Am I correct in thinking I need to create a copy of the basic report, filtered to each user so that these can be linked to individual widgets on a dashboard?

Any advice would be appreciated, noting that I have limited experience in or permissions to write code.

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Best Answer

  • Genevieve P.
    Genevieve P. Employee Admin
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    Hi @22Wordsmith

    In this instance I would suggest using a formula instead of a report. Reports can group data based on a column, such as Assigned To, but not if it's multi-select (with multiple contacts per row).

    This is what I would do:

    • Create a new "metric" sheet
    • Down one new Contact column, list each individual contact
    • In another column, use the following Column Formula to COUNT how many rows are associated with that individual contact, even if there are other people in the same cell:

    =COUNTIF({Assigned To Column Source Sheet}, HAS(@cell, [Contact Column]@row))

    Where the {cross sheet reference} looks as your source sheet column and the [Contact Column] is the new one in your Metric Sheet:

    See:

    Then you can use this Metric sheet as the source for your chart.

    Cheers,

    Genevieve

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