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Building Summary Report for List User Field

  • February 21, 2024
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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 create a summary report that shows how many projects each person is quoting. 

I created a Summary Bar Chart showing "Estimator(s)" on the X axis, and # of Projects on the Y Axis. X axis is Grouped by "Equal Values." 

The problem I am running into is let's say Mark Smith is quoting 10 projects alone, and 6 other projects with various other individuals. It's difficult to see the full volume of Mark's work since now I have 6 other bars on my chart showing Mark's name along with the other person he is quoting with. I would need to scan the report to find his name across all the bars and manually total them. 

I realize the report is doing what it is told by seeing these combinations as unique values. However, is there a way to show all projects where Mark's name is included in the Estimator's field under Mark's name - even if another person is also listed, then show the next name and all their projects, etc.? 

Basically, I want a single bar for each individual user - not a bar with every possible combination with multiple user names are included. 

Thank you

Sherri 



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Sherri Large
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  • February 21, 2024

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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