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Creating a summary report based on multiple columns

  • 1.  Creating a summary report based on multiple columns

    Posted 04-10-2018 11:49
    In our project management app, each team member can be assigned to a project as team 1 lead, team 2 lead, team 3 lead or additional team. I need to create a summary report that shows each team member and how many total projects they're assigned to. So basically "find each person and count the number of projects in which they are listed in field1, field2, field3 and field4." I have a table report that shows this per person, but I need the summary.


  • 2.  RE: Creating a summary report based on multiple columns

    Posted 04-10-2018 11:56
    Do you have a Table of Team members. Ie, a table of unique employees and a relationship to the projects?

    If so, you can make a summary field of the number if active projects where the Resource is the Team Lead 1. Then repeat for each position.


  • 3.  RE: Creating a summary report based on multiple columns

    Posted 04-10-2018 12:01
    We do not. Our assignments are just based on the users and not stored separately in a table. Three of the fields are set up like the below screenshot. The fourth is similar, but you can select more than one person.


  • 4.  RE: Creating a summary report based on multiple columns

    Posted 04-10-2018 13:04
    I think that you would need to set up a Parent table of Users with the Key field Userid and make relationships instead if the plain user field. That would cover the first 3 positions.

    For the last position where you can assign multiple resources, this would need to be done with a child table of resource assignments.

    1 Resource has Many Resource Assignments.
    1 Project has Many Resource Assignments.

    So I think that you would need to make those structural changes to the app to get that that summary. You have to decide if the �Juice is worth the squeeze�.