Report/Dashboard Question

Hi all,

I am building reports and a dashboard for the support tickets my team receives. I want to create a report and chart to show the number of tickets our clients have submitted so far this year. Since we have well over a 100 clients, there are some clients that have only submitted 1 ticket this year. I'm trying to filter them out of the report so that the chart doesn't list every client, as it takes up a lot of real estate on the chart and makes it difficult to read. Does anyone know of a filter or a way to remove instances of a client only having 1 ticket submitted for the current year? Right now my columns are: Primary, Sheet Name, Client, Date and my Filters are: 1) Client is not blank, 2) Client is not "ALL CLIENTS" and Date is between 1/1/23 and 12/31/23. Group is Client - Sort Ascending and Summary is Client - Count. Thanks in advance!

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Accepted answers

Paul Newcome

You will need a helper column on the source sheet with a formula (checking a box in the below) to show which rows should not be included.

=IF(COUNTIFS(Client:Client, @cell = Client@row) = 1, 1)

The above should check the box on all rows where there is only a single entry for that client. You can then include a filter in your report to show rows where that box is not checked.

All comments

Paul Newcome

You will need a helper column on the source sheet with a formula (checking a box in the below) to show which rows should not be included.

=IF(COUNTIFS(Client:Client, @cell = Client@row) = 1, 1)

The above should check the box on all rows where there is only a single entry for that client. You can then include a filter in your report to show rows where that box is not checked.

BristolCVN

Paul, thank you so much! Works like a charm!

Paul Newcome

Happy to help. 👍️

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