Dashboard Reporting (chart) for Incremental Claim days

KIMST

I have a Primary Sheet and I have several individual Reports based # of days a claim has been opened: >30, 5-9 days, 10-14 days and 15-30 days.
The Primary Sheet has a column that drives the logic for these reports. Meaning, the column reports # of days since the claim has been opened.

I am wanting to report on the dashboard a sum count of the above increments (preferably pie or bar).

I thought the I could report multiple Reports to the dashboard as one widget, but that isn't possible. What is my best option for reporting in this manner.

Paul Newcome

I would use a separate sheet that has formulas with cross sheet references.

KIMST

Thanks Paul. I have reviewed about 10 videos and several relatable posts, but am still finding myself unable to complete what should be a simple task.

Here is the new sheet with the rows: I am not certain what to put in the primary row or if that should be blank, so that could be part of my issue.

And here is my formula. Is it my spaces that are causing the issue? Could it be that I have the reference sheet column at the end of the formula?
I would ideally like to have the dashboard only reflect the chart, but I would like the sheet that it is referencing to reflect the actual accounts that need to be viewed for the day categories.

Any help you could provide would be very much appreciated!

=COUNTIF([#Days since receiving the Claim Review Request]:[#Days since receiving the Claim Review Request], 5) + COUNTIF([#Days since receiving the Claim Review Request]:[#Days since receiving the Claim Review Request], 6) + COUNTIF([#Days since receiving the Claim Review Request]:[#Days since receiving the Claim Review Request], 7) + COUNTIF([#Days since receiving the Claim Review Request]:[#Days since receiving the Claim Review Request], 8) + COUNTIF([#Days since receiving the Claim Review Request]:[#Days since receiving the Claim Review Request], {Coding Questions Request Tracker Sheet w/ Range 1}9)

Screenshot of original column in original sheet:

Paul Newcome

You need to make sure you are setting up your {Cross Sheet Reference} appropriately. From there, you should be able to use a single COUNTIFS along the lines of…

=COUNTIFS({XSheet Reference To Days Column}, AND(@cell >= 5, @cell <= 9))

https://help.smartsheet.com/articles/2482644-create-cross-sheet-references

.

KIMST

Wow, I was really over thinking that one! I thought I had read that SS couldn't use >= for algorithms, but I was wrong. Thank you so much for simplifying this component, Paul!

Paul Newcome

Happy to help. 👍️