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Summary formula for Multi-Select Text

  • 1.  Summary formula for Multi-Select Text

    Posted 10 days ago
    Hello,

    I am trying to create a summary report for selections made in a multi-select field.  I'm using the formula -


    IF(Contains($Selections, $SearchTerm),1,0)

    and am getting the error - 

    Formula error
    Expecting text but found number

    My actual text is here:
    If(Contains([Collaboration 1], "A1A warm-transfer: A1A Nurse Care Manager- Successful"),1,
    If(Contains([Collaboration 1], "A1A warm-transfer: A1A Nurse Care Manager- Nurse not available; referral sent"),1,0))

    I found a conversation in the community with a similar error, but there was no resolution posted so I'm stuck.  Any help is appreciated!  




    ------------------------------
    Christie Anderson, PMP She.Her.Hers. | Proactive Care Management Associate, Aetna One Advocate
    p 959-230-7059
    6005 Nacot Pl, Mail Code F488, New Albany, OH, 43054
    ------------------------------


  • 2.  RE: Summary formula for Multi-Select Text

    Posted 10 days ago
    Is the result of your formula supposed to be the number of selections?  Can you give an example of what your day looks like and the response that you expect?

    ------------------------------
    Mark Shnier (YQC)
    mark.shnier@gmail.com
    ------------------------------



  • 3.  RE: Summary formula for Multi-Select Text

    Posted 10 days ago
    HI Mark,

    Yes, the result will total the number of selections.  We would like metrics to display how many collaboration attempts resulted in a successful transfer to a nurse ("A1A Nurse Care Manager- Successful") and how many resulted in a referral due to no nurse being available to take the transfer ("A1A Nurse Care Manager- Nurse not available; referral sent").  

    I hope that helps?


    ------------------------------
    Christie Anderson, PMP She.Her.Hers. | Proactive Care Management Associate, Aetna One Advocate
    p 959-230-7059
    6005 Nacot Pl, Mail Code F488, New Albany, OH, 43054
    ------------------------------



  • 4.  RE: Summary formula for Multi-Select Text

    Posted 10 days ago
    Edited by Mark Shnier (YQC) 10 days ago
    OK, just change the field type to formula numeric


    If(Contains([Collaboration 1], "A1A warm-transfer: A1A Nurse Care Manager- Successful"),1,0)

    If(Contains([Collaboration 1], "A1A warm-transfer: A1A Nurse Care Manager- Nurse not available; referral sent"),1,0)


    This will  result in a numeric value of 0 or 1 or 2, based on how many selections were made.

    ------------------------------
    Mark Shnier (YQC)
    mark.shnier@gmail.com
    ------------------------------



  • 5.  RE: Summary formula for Multi-Select Text

    Posted 10 days ago
    Ok, confirming to change the field type for Collaboration 1 to formula numeric?  Won't that remove the multi-select options for users?  I may be misunderstanding this.

    ------------------------------
    Christie Anderson, PMP She.Her.Hers. | Proactive Care Management Associate, Aetna One Advocate
    p 959-230-7059
    6005 Nacot Pl, Mail Code F488, New Albany, OH, 43054
    ------------------------------



  • 6.  RE: Summary formula for Multi-Select Text

    Posted 10 days ago
    Yikes no!

    You have your multi select field called Collaboration 1.  Then you would have a separate field which is formula numeric to  count the number of selections in [Collaboration 1].

    ------------------------------
    Mark Shnier (YQC)
    mark.shnier@gmail.com
    ------------------------------



  • 7.  RE: Summary formula for Multi-Select Text

    Posted 10 days ago
    Ok, I think I understand you here.   Let me play with it and I'll reach back out if I get stuck again.  Thank you!

    ------------------------------
    Christie Anderson, PMP She.Her.Hers. | Proactive Care Management Associate, Aetna One Advocate
    p 959-230-7059
    6005 Nacot Pl, Mail Code F488, New Albany, OH, 43054
    ------------------------------