I'm officially stumped. I'm tracking Admissions Reps visits to schools, the types of visits and the amount of visits and inquiries. The columns are as follows:
- Created Date
- Rep Name
- Type of Event 1 - Dropdown: Tabletop, College Fair, Classroom Presentation, School Visit, School Tour
- District 1 - Dropdown with all Districts (not necessarily relevant to the dashboard)
- School 1 - Dropdown of all Schools (not necessarily relevant to the dashboard)
- Number of Events 1 (if they chose Tabletop for their "Type of Event 1", how many tabletops events did they perform at that school in that district)
- Number of Inquiries 1 (From the Type of Event 1 and the Number of Events 1, how many inquiries did they get)
- This goes on to repeat 6 times "Type of Event 2-6" "Number of Events 2-6" "Number of Inquiries 2-6"
- This allows each rep to log up to 6 types of events per district/school PER Smartsheet Form - anymore than 6, they must submit a new form
So there's the rundown of what I have.
I have already learned how to create an overall "Type of Events 1-6" and "Number of Events 1-6" for each said event, so that I could create a sheet summary of how many total events and inquiries each rep has done to display on the dashboard, but now it's getting more tricky.
I need to summarize, for the dashboard, How many events of EACH TYPE each rep has done. So I have TOTAL Events for Rep One and Total Inquiries for Rep One as wells as Total breakdowns of EACH Event Type.
I need to know, for example, How many Tabletop Events (by Type of Event 1-6 using the number from Number of Events 1-6) that Rep One has done, Rep Two, Rep Three, so on and so fourth.
Is this even possible? I've messed with reporting as well to see if I could just create a report to drop onto the dashboard, but I'm limited in knowledge there as well. I thought I would jump in here and see if it's even possible via sheet summaries before I put myself through a crash course on reporting.
Thanks in advance as always.
