Help with Formula to Count Projects

Hi all,

I'm trying to create a formula in Smartsheet that counts the number of projects a team member is assigned to. In the report I have, the names are listed as first initial + last name (e.g., JDoe), but I want to summarize them using last name, first name (e.g., Doe, John). I was considering using a CONTAINS function to match the names, but I'm not sure how to make it work without manually updating the list.

Is there a way to count the projects assigned to each team member using the different name formats without updating my list manually? Any advice would be appreciated!

Thank you in advance!

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Adam Murphy

Hi, I would use a second sheet for generating the metrics. I would have a column for first name, and a column for last name, then add a helper column that simply uses a formula to "recreate" the JDoe entry (use the LEFT function to extract first letter of firstname + lastname), then lastly I would count using a countif that matches my recreated name against the main sheet name. So my metric sheet would have 5 columns (lastname comma firstname, firstname, lastname, username, count). Then you can report (or make charts/graphs) from the metric sheet to show your results. Does that make sense?

aneves

Hi Adam,
Thanks for your suggestion. Would you mind outlining the recreate formula, I am not familiar with it.

Thanks

AravindGP

Hi @aneves

Here's the formula you can use. =LEFT([First Name column]@row, 1)+[Last Name column]@row)

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