Hello,
Is it possible to consolidate several Text - Multiple Choice field types into 1 field for a report? I believe I would have to create a new field and a text-formula as well. My working theory is below:
[Scope 1 Manufacturer] and [Scope 2 Manufacturer] and [Scope 3 Manufacturer] and [Scope 4 Manufacturer] ="Company A"
We have over 100+ customers, so creating 100 field types for each customer seems to be ineffective option. Thanks! I appreciate this community's help.
Joshua,
You said that you needed to pull data of the manufacturer and the scope. Your formula or the List function that MarkShnier__You posted can string together the names of the manufacturers. To get a lot of information I suggest you build the app a little different.
A Table of manufacturers gives you one source of truth. You do not have to have Dell in four separate list and maintain them. You also can keep adding info about the manufacturer and expanding what the Bids know through the relationship.
The formula you posted does not have any conditionals in it. Are you looking to evaluate who the manufacture is to show something? For example:
If ( [Related Scope One Name]="Dell", "A value for the report", "A different value for the report)
Don,
Sorry for the late reply. I'll work on creating a table of manufacturers.
The formula you posted does not have any conditionals in it. Are you looking to evaluate who the manufacture is to show something?
Joshua,
It looks like you are putting together information from a quote or a bill of materials. Calculating Total Sell and Total Cost is a common need. Organizing it by the Manufacturer is also not hard but it depends on the architecture of the application.
Here is how I would tackle it
On the Project you have Summary Fields that show you the Total Cost and Sell for everything in the Bill of Material
You also have an embedded report, BOM Report, that you can have summarize the Cost and Sell by the Manufacturer. You can build that report just about any way you would want, but having everything in a child table to the Project is the key to having this work.
Qrew LegendSorry, I would like to help, but I don't think we are understanding your question. Can you explain in words the business use case for what you're trying to do with some examples. Then we can probably help.
Hey Mark! Thank you. Sorry for the confusion. I'll include some screenshots. In the Bid Scope screenshot, you will see 5 scopes. Our users can include more than one manufacturer under different scopes.
In the Field Type screenshot, you will see we have 10 field types that correspond to a manufacturer.
My goal is to pull data based off the manufacturer and its corresponding scopes. Currently, I am unable to pull data for one manufacturer. I believe I need to create a new Formula - Text field or a new Text field that includes all of the manufactures.
Qrew Legendyes, you can combine these using the List function. The list function combines non blank fields separated by a separator character. If the fields are blank then it does not "separate" them.
So not tested but try this.
List("\n", // use a carriage return as the separator for each pair
List(" - ", [Scope 1], [Manufacturer 1]),
List(" - ", [Scope 2], [Manufacturer 2]),
etc
List(" - ", [Scope 9], [Manufacturer 9]))
As for an example. I included a screenshot of a formula. If this caused more confusion, please let me know.
Joshua,
If you just want to string together the names of the manufacturers, then Mark's solution would give you a column of names.
A list of the names can be done like this:
[Manufacturer 1] & " " & [Manufacturer 2]
This will give you a row with a space between the names.
