Building Summary Report for List User Field
Hi! I recently added a List User field ("Estimator(s)") to my table where the person adding a new Project record can indicate one or more individuals involved in quoting a project. I would like to cr...
Forum Discussion
Unfortunately since the data you're reporting on is a list-user field you're going to have to report on this in another way. My best recommendation if you're able to swing it - is to try and report via some kind of 'Employees' table where you have a dataset of the actual team members. In that table, there are lots of ways you could do it but the easiest might be a formula query that counts the number of records where the user in question is listed in the list-user field and then you can build your report from that value in the Employees table.
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Chayce Duncan
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- MarkShnier__You
Qrew Legend
It's in case this is helpful, it is possible to create a dynamic filter field which would list the individual estimators uniquely and only once. You could then cycle through the various dynamic filters for each estimator to see what their chart looks like. But I recognize that could mean a lot of mousing and clicking as you choose different estimators.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------Thank you, Mark. I think you're right that it would be a bit cumbersome to do it that way since I really need our managers to see the project count by person all at once so they can assess workload.
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Sherri Large
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Thank you, Chayce. That is an interesting solution. I can create an employees table. How would I create the link between that table and the User-List field? I know how to create a table relationship, if needed. Would the "Estimators" field need to feed off the employee table, rather than my User list, or would I need to make the connection between the Estimators Field and the Employee table in my report?
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Sherri Large
------------------------------Since the List-User can contain multiple users you can't establish a direct relationship - hence the idea of the formula queries. In this case you would tag the user or the email of the Employee in their record in this new table, and then use formula queries to do a count of the records in your quoting table where the list-user field contains the employee in question using their user/email.
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Chayce Duncan
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