Hi -
I'm in the process of creating a "Request Tracker" sheet with associated reports & pivots to serve up to a dashboard. I want to create a pie chart that breaks down "Request Type" but only for open requests (meaning, the Status is not one of "Completed" or "Cancelled").
So my question is, is there a way for me to create a pivot table with the COUNT of each "Request Type", but also apply a filter by "Status"? The only way I have been able to figure out is to add a Parent/Child row on the pivot table for "Request Type" (parent) and "Status" (child), and then add a filter to the the pivot table sheet (see below). But I'm worried whether or not the filter will stick and serve up the correct metrics to my dashboard.
Is there a better way to do this? The Template Set I downloaded originally used COUNTIF functions to add metrics & graphs to the dashboard, but I'm not sure if COUNTIFS would work in this case (e.g. count if "Request Type" = X and Status does NOT equal one of X, Y, or Z).
I also considered creating a pivot against a report instead, but I had read somewhere that pivots against a reports don't allow the "Update Immediately" option under Execution Frequency (in Pivot App). So I am less inclined to go with this option, but open to it if it's more reliable.