Dashboards: Show 'Assigned to' count for each user

22Wordsmith

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.

Genevieve P.

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:

• COUNTIF Function
• Create cross sheet references to work with data in another sheet

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

Cheers,

Genevieve

Paul Newcome

If all users have access to the source sheet and report (at least at the viewer level) and will be logged in when viewing the dashboard, you can create a single report filtered by "Current User" and use that report on the dashboard.

22Wordsmith

Thanks for that answer, Paul. The object of the exercise is to demonstrate the burden a process is placing on the team so a WOT picture is essential rather than a view for each individual.

Paul Newcome

I must have misunderstood this piece of your post then:

"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?"

The way I read your comment above, you do want individual views.

Genevieve P.

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:

• COUNTIF Function
• Create cross sheet references to work with data in another sheet

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

Cheers,

Genevieve

22Wordsmith

Many thanks, Genevieve P.