Create a simple table for dashboarding

Daniel Barrett

Hi

What's the easiest way to create a very simple table which contains a summary of data from a grid which collects survey responses for dashboarding

I want to be able to create a summary by "Account" with a count of various statuses [see example below]

Account Open Closed

Apple COUNT Account = Apple & Status = Open COUNT Account = Apple & Status = Open

Beta COUNT Account = Beta & Status = Open COUNT Account = Beta & Status = Open

And so on for each account

Thanks

Dan

Genevieve P.

Hi @Daniel Barrett

It sounds like creating a Report with Grouping and Summary applied may work for you!

See:

Webinar - Redesigned Reports with Grouping and Summary Functions

Help Articles - Reports / Configure Grouping to Organize Results in Report Builder / Summarize Content to Extract Key Information with Report Builder

If you're having trouble after reviewing the webinar above, I'd be happy to explain how to do this based on your specific sheet/process, but it would be useful to see a screen capture of your sheet (please block out sensitive data).

Cheers,

Genevieve