What's the best way to get a total count and also categorize the results?
I'm creating a dashboard for our team on submitted tickets but the requestor wants this data to show total ticket amount per team member and also have it broke down into completion dates.
Ex:
Jane Doe:
Total Tickets 100
Completed 1 day or less - 50
Completed in 2 days - 25
Completed in 3 or more - 50
I'm pulling this data from another sheet from 2 separate columns; I'm still somewhat new to formulas and I'm just not sure what my best approach would be. I've been pulling form the "Task For" column for who it's assigned too and the Days to Complete/Column24 for the completion date range.
Best Answer
-
Ryan Sides ✭✭✭✭✭✭
Hi Ashley, if your list of teams members is “known” then you can create a sheet that lists your team members and create 3 columns. One for each date category. Create cross sheet formulas using the countifs function to count how many tickets fall into those categories for each person.
If your list of team members is not know. (I.e every person in your 5000 employee org can submit a ticket) then I would add those 3 columns to the sheet in your screenshot and add formulas there to determine to which category that ticket falls. Each new column could be a checkbox. Then create a report that pulls in the name and the 3 columns. Then sum each column and group by team member.
Do either of those work for you?
Answers
-
Ryan Sides ✭✭✭✭✭✭
Hi Ashley, if your list of teams members is “known” then you can create a sheet that lists your team members and create 3 columns. One for each date category. Create cross sheet formulas using the countifs function to count how many tickets fall into those categories for each person.
If your list of team members is not know. (I.e every person in your 5000 employee org can submit a ticket) then I would add those 3 columns to the sheet in your screenshot and add formulas there to determine to which category that ticket falls. Each new column could be a checkbox. Then create a report that pulls in the name and the 3 columns. Then sum each column and group by team member.
Do either of those work for you?
-
Yes the first option worked and I was able to get the data to read as I needed. Thanks for the advice and ideas Ryan!
-
Ryan Sides ✭✭✭✭✭✭
Help Article Resources
Categories
=TODAY() - IF([Assigned Date]@row <> \"\", [Assigned Date]@row, DATEONLY(Created@row))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":109212,"type":"question","name":"INDEX MATCH with multiple values question","excerpt":"Hello, I have 2 sheets. Response Form Assignment tracker Both sheets have the same following columns: Evaluator Name Candidate Name I have a check box column in Assignment Tracker that I'd like to check off if the Candidate name AND the Evaluator name match in both sheets. There will be duplicate results for each column…","snippet":"Hello, I have 2 sheets. Response Form Assignment tracker Both sheets have the same following columns: Evaluator Name Candidate Name I have a check box column in Assignment Tracker…","categoryID":322,"dateInserted":"2023-08-21T17:26:43+00:00","dateUpdated":null,"dateLastComment":"2023-08-21T20:29:09+00:00","insertUserID":165425,"insertUser":{"userID":165425,"name":"MarcM","title":"","url":"https:\/\/community.smartsheet.com\/profile\/MarcM","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-21T20:24:56+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-22T00:53:34+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":28,"score":null,"hot":3385290352,"url":"https:\/\/community.smartsheet.com\/discussion\/109212\/index-match-with-multiple-values-question","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109212\/index-match-with-multiple-values-question","format":"Rich","lastPost":{"discussionID":109212,"commentID":391719,"name":"Re: INDEX MATCH with multiple values question","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391719#Comment_391719","dateInserted":"2023-08-21T20:29:09+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-22T00:53:34+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-21T20:28:55+00:00","dateAnswered":"2023-08-21T19:17:27+00:00","acceptedAnswers":[{"commentID":391690,"body":"
I think I would just use a COUNTIFS in this situation:<\/p>
=IF(COUNTIFS({FY24 Hirevue Response Sheet Range 1}, [Evaluator Name]@row, {FY24 Hirevue Response Sheet Range 2}, [HV Candidate Name]@row) > 0, 1, \"\")<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":109221,"type":"question","name":"Auto populate with current, past, or upcoming text based on year","excerpt":"I am trying to auto populate a column with \"Current\", \"Past\", or \"Upcoming\" based on the year column. So for a row with 2023, I would want \"Current\", but would want \"Past\" or \"Upcoming\" based on what's in the Year column. I've put in the following formula but get an error (#UNPARSEABLE) =IF(Year@row = YEAR(TODAY()),…","snippet":"I am trying to auto populate a column with \"Current\", \"Past\", or \"Upcoming\" based on the year column. So for a row with 2023, I would want \"Current\", but would want \"Past\" or…","categoryID":322,"dateInserted":"2023-08-21T18:28:43+00:00","dateUpdated":null,"dateLastComment":"2023-08-21T18:51:59+00:00","insertUserID":165112,"insertUser":{"userID":165112,"name":"hdierkers","title":"Associate Director Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/hdierkers","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-21T18:51:15+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":165112,"lastUser":{"userID":165112,"name":"hdierkers","title":"Associate Director Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/hdierkers","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-21T18:51:15+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":35,"score":null,"hot":3385288842,"url":"https:\/\/community.smartsheet.com\/discussion\/109221\/auto-populate-with-current-past-or-upcoming-text-based-on-year","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109221\/auto-populate-with-current-past-or-upcoming-text-based-on-year","format":"Rich","lastPost":{"discussionID":109221,"commentID":391688,"name":"Re: Auto populate with current, past, or upcoming text based on year","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391688#Comment_391688","dateInserted":"2023-08-21T18:51:59+00:00","insertUserID":165112,"insertUser":{"userID":165112,"name":"hdierkers","title":"Associate Director Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/hdierkers","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-21T18:51:15+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-21T18:51:50+00:00","dateAnswered":"2023-08-21T18:50:14+00:00","acceptedAnswers":[{"commentID":391687,"body":"
See if this works for you:<\/p>
=IF(Year@row = YEAR(TODAY()), \"Current\", IF(Year@row < Year(today()),\"Past\", IF(Year@row > YEAR(today()), \"Upcoming\", 0)))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">
