Why am I not able to summarise a column in a report?

Jeremy_D

I am trying to summarise a column in a report. The column is a Text/Number formula that says 'Late' if an enquiry is late. I just want it to count how many late there are but Smartsheet isn't letting me. Often the option to summarise this column isn't there but if I remove and add it again, the option appears but it doesn't work (see below). Any ideas?

jmyzk_cloudsmart_jp

Hi @Jeremy_D

Assuming that the [outstanding / late] is a dropdown list column and takes a late or outstanding value, and the report is grouped by some column, I added a [is Late] column that takes one if the [outstanding / late] is late.

Then, I summarized the [is Late] by Sum. (The report's Count just returns the number of the rows under the grouping.)

https://app.smartsheet.com/b/publish?EQBCT=384fe8a5b97d44c8914e283dc60c5b73 the

https://app.smartsheet.com/b/publish?EQBCT=1b6f569c5c17437f875b160291b7b80e

Alternatively, you can group by [outstanding / late] as well.

https://app.smartsheet.com/b/publish?EQBCT=b42b54628ccb48c4a563d71ba5c0a0f5

jmyzk_cloudsmart_jp

Hi @Jeremy_D

Assuming that the [outstanding / late] is a dropdown list column and takes a late or outstanding value, and the report is grouped by some column, I added a [is Late] column that takes one if the [outstanding / late] is late.

Then, I summarized the [is Late] by Sum. (The report's Count just returns the number of the rows under the grouping.)

https://app.smartsheet.com/b/publish?EQBCT=384fe8a5b97d44c8914e283dc60c5b73 the

https://app.smartsheet.com/b/publish?EQBCT=1b6f569c5c17437f875b160291b7b80e

Alternatively, you can group by [outstanding / late] as well.

https://app.smartsheet.com/b/publish?EQBCT=b42b54628ccb48c4a563d71ba5c0a0f5

Jeremy_D

Hi @jmyzk_cloudsmart_jp thanks for taking the time to respond. The issue is that I don't seem to be able to count on the outstanding/ late column (which is a Text/Number column that either shows blank or 'Late'). I either can't select it from the count dropdown or if I remove it and add it back I can select it but it doesn't count anything (see above).

I've implemented your suggestion and made the IsLate helper column. It's not ideal as it's an extra column in there and I'm not sure why the Outstanding/Late column can't count but it will work for now so cheers for the help!

jmyzk_cloudsmart_jp

@Jeremy_D

I added a Text/Number column that either shows blank or 'late'.

In my report, if I group by Group Column, the Count summary shows the number of 'late'.

https://app.smartsheet.com/b/publish?EQBCT=37828246c5f442b6ab0c25fc2085c68d

Below is the report I grouped by the [Late Text] column.

https://app.smartsheet.com/b/publish?EQBCT=de4bcf03f5534f35896706c03185903f

Both reports are summarizing data as expected.

If your problem persists, please contact me by email in my profile to give me more information on your sheet and report.