How to Summarize the Assign to: Contacts in a Report

Hi There

I see there is plenty questions relating to this topic, but what ever I try doesn't work.

Here is what I'm trying to do:

I want to create a Report on Multiply sheets. Each sheet has different Contacts assigned.

Now I'm stuck on the Sheet Summarized Option.

Here is my Screen Shot

1st Question - Under Summary Sheet, must the field be a Contact or Text?

2nd Question - When I use a Countif formula (or any other formula) and want to select the Range, it wont let me select the Assigned To column on my sheet.

How can I summarize on my report how many lines have been allocated to a individual Contact.

Would appreciate your help

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Best Answer

  • Lidiya Shutaya
    Lidiya Shutaya ✭✭✭
    Answer ✓

    1) Summary Sheets can be a text/number, contact, date, dropdown, checkbox, or symbols field.

    2) Do you mean that it will not allow you to click the column header to select the entire column range?

    I have had this issue before, my work around is to select two cells which would display [Assigned To]1:[Assigned To]2 and then just delete the row numbers to look like this [Assigned To]:[Assigned To]. This should select the entire column. **Make sure that your Assigned To column is a "Contact List" column, otherwise the COUNTIF formula will not work. **

    To count assigned cells: =COUNTIF([Assigned To]:[Assigned To], <>"")

    To count for specific contact: =COUNTIF([Assigned To]:[Assigned To], "Engn Team")


    Hope this helps!

    Lidiya Shutaya

Answers

  • Lidiya Shutaya
    Lidiya Shutaya ✭✭✭
    Answer ✓

    1) Summary Sheets can be a text/number, contact, date, dropdown, checkbox, or symbols field.

    2) Do you mean that it will not allow you to click the column header to select the entire column range?

    I have had this issue before, my work around is to select two cells which would display [Assigned To]1:[Assigned To]2 and then just delete the row numbers to look like this [Assigned To]:[Assigned To]. This should select the entire column. **Make sure that your Assigned To column is a "Contact List" column, otherwise the COUNTIF formula will not work. **

    To count assigned cells: =COUNTIF([Assigned To]:[Assigned To], <>"")

    To count for specific contact: =COUNTIF([Assigned To]:[Assigned To], "Engn Team")


    Hope this helps!

    Lidiya Shutaya

  • Perfect. Thank you for your help.

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