Trying to get total number of ages

jdierking

I am working on building a dashboard for QA data. I have a question on the QA Form that asks for patients age. I want to take this and build it into a chart on my dashboard to see how many of each age patient we are seeing in this particular area. Without getting too labor intensive, i.e. one summary line for each age from 20 - 100, is there a way to do this without needing to add a summary field for each age?

Paul Newcome

Make sure you are creating a ROW report and not a sheet summary report.

Include the Age column in the report (Columns To Display), group by the Age column (Group), then have the report generate a count type summary (Summarize) based on the Age column.

Paul Newcome

I would suggest creating a report, grouping by age, then including a summary field (in the report builder) to count the age entries for each grouping. Then you can reference this report in your chart widget on the dashboard.

jdierking

Ok, that sounds like it will work. I am struggling with the summary field formula though. @Paul Newcome can you provide some further insight for me? I presume that I would need to do the grouping on the report page itself, then bring that over to the Dashboard for the widget

Paul Newcome

In the report builder toolbar (across the top) directly to the right of the grouping should be a "Summary" option. Click on that, select the age column, then select "Count".

jdierking

I need to create the summary field though as I currently do not have one for the Age column. That is the place I am struggling

Paul Newcome

You do not have to create a summary field in the sheet.

Create a row report. Group by age. In the top toolbar (report builder) there will be a "Summarize" button to the right of the "Group" button.

jdierking

When I click on Summary, unless there is a Summary Field in my sheet, Age is not an option. When I add a summary field for Age, it is empty when I create the Summary field.

Paul Newcome

Make sure you are creating a ROW report and not a sheet summary report.

Include the Age column in the report (Columns To Display), group by the Age column (Group), then have the report generate a count type summary (Summarize) based on the Age column.

jdierking

Thank you for clarifying that for me!! That is exactly what I was hoping for!

Thank you @Paul Newcome

Paul Newcome

Happy to help. 👍️