Unable to group or summarize by contact column

System

This discussion was created from comments split from: How can I group a Contact List column from a source sheet in a Report?.

jmyzk_cloudsmart_jp

Hi @Steve K

The original discussion was almost a year ago. I gave it a fresh look, and here is a solution.

The Source Sheet with Contact Lists checks the Group List sheet like the second image and checks the Group A, B, and C columns with the formula like these;

[Group A] =IF(HAS(COLLECT({Group List Range : Group}, {Group List Range : Contacts}, HAS([Contact 1]@row:[Contact 3]@row, @cell)), "A"), 1)
[Group B] =IF(HAS(COLLECT({Group List Range : Group}, {Group List Range : Contacts}, HAS([Contact 1]@row:[Contact 3]@row, @cell)), "B"), 1)

https://app.smartsheet.com/b/publish?EQBCT=a6c2ecf61a0d4511a4a38b5ec1507817

https://app.smartsheet.com/b/publish?EQBCT=e809ec19965b4c64a40e2f04f12ff3c8

Using the value of those Group A-C checkboxes as a filter, we can build reports that group projects by group.

https://app.smartsheet.com/b/publish?EQBCT=ac1aabeea6e8443dbf24114ad5d3516b

Genevieve P.

Hi @Steve K

Even if only one option is in the cell, if the Column is set up to allow multiple contacts then you won't be able to use that column for grouping. Can you check the column properties (double click on the column name) in the source sheet?

Cheers,

Genevieve