Total Number of Times a Company Responds a Certain Way

LTSmartsheet

I have two columns--"Company Name" and "Bid Decision." The "Bid Decision" column has the option to select "Bid" or "No-Bid." I want to create a formula that counts the number of time a specific company enters "Bid" and a formula that counts the number of times a company enters "No-Bid". See image below. Can anyone help?

Kelly Moore

Hey

I apologize if this is too basic - I didn't know at point in Report creation you needed some guidance with.

You first need to create a Report. You can do this a number of ways, one way is under FILE, Create New. Select Report

The Report wizard will open. Select your sheet. If it is in a workspace, be sure to expand the workspace so you can see the individual sheet to select.

Your primary column of your sheet will come across automatically to the report. It will be named Primary. You can rename this column to whatever it should be named. Until you rename the column, it will appear in the column list as 'Primary'. It is not a requirement to rename.

Select your columns. You need Company Name and Bid Decision. In my example, Company Name was my Primary column.

In my example there was nothing to filter. If, for example, you had a column with the Year the Bid was created, you could filter for the Year = 2022. Note I would have already had to create a column in the sheet with the year value populated on each row to filter this way.

This was how, in original picture of my report, that I set up the Grouping. The order of what to group on first can be swapped.

The summary defines what 'math' will be done. Since I grouped, first, on Company Name I counted the Bid Decisions.

will this work for you?

Kelly

Kelly Moore

Hey @LTSmartsheet

There are a few ways to do this. One very straightforward way is to create a report that automatically summarizes this data for you. That way, there are no formulas and you don't have to maintain a list of the companies to COUNTIFS against. You can pull a report into a dashboard if desired. Would this be something you are interested in? I'd be happy to walk you through the steps (very straightforward) if you are interested.

As you are deciding, are you keeping this COUNTIFS data on the same sheet where the data is, or are you pulling it cross referenced into a different sheet? If you decide you want a formula the syntax will vary if the data is on the same sheet or not.

I'll wait for your answer(s).

Kelly

LTSmartsheet

Thank you. I would very much appreciate you walking me through the report

LTSmartsheet

@Kelly Moore When would you be available to show me how to create the report you mentioned?

Kelly Moore

Hey

I apologize if this is too basic - I didn't know at point in Report creation you needed some guidance with.

You first need to create a Report. You can do this a number of ways, one way is under FILE, Create New. Select Report

The Report wizard will open. Select your sheet. If it is in a workspace, be sure to expand the workspace so you can see the individual sheet to select.

Your primary column of your sheet will come across automatically to the report. It will be named Primary. You can rename this column to whatever it should be named. Until you rename the column, it will appear in the column list as 'Primary'. It is not a requirement to rename.

Select your columns. You need Company Name and Bid Decision. In my example, Company Name was my Primary column.

In my example there was nothing to filter. If, for example, you had a column with the Year the Bid was created, you could filter for the Year = 2022. Note I would have already had to create a column in the sheet with the year value populated on each row to filter this way.

This was how, in original picture of my report, that I set up the Grouping. The order of what to group on first can be swapped.

The summary defines what 'math' will be done. Since I grouped, first, on Company Name I counted the Bid Decisions.

will this work for you?

Kelly

Kelly Moore

Hey @LTSmartsheet

Is the hurdle the initial 'building a report'? If yes, these resources might be enough to help you through it. Let's try these and then we'll see. You will be building a row report.

https://www.youtube.com/watch?v=jtrmKfZAnb4

https://help.smartsheet.com/articles/2482078-build-a-row-report-with-report-builder

Let me know if these are enough.

Kelly

Kelly Moore

Hey @LTSmartsheet

were you able to get the report built? Let me know if you need more help

Kelly

LTSmartsheet

What you sent on 10/3 works perfectly. Thank you

LTSmartsheet