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Topics#Reports & DashboardsColleen Moore's Question
Colleen Moore asked in #Reports & Dashboards
Sep 22, 2020, 8:53 PM

Reporting formula for count-if with a picklist

I'm trying to sum the number of cases that have a specific status and status is captured in a picklist value.  I can get a row level formula to return the right values but the limitation of one row level formula means I can't separate the values for "Scoping" versus "Delivery Prep" for instance.

 

Row level formula (no errors): 

 

case(

Case.Status,"Scoping",1,

 

"Delivery Prep",1,0

 

)

Summary level things I've tried:

 

if(

Case.Status="Delivery Prep",CDF1:SUM,0

 

) 

This is valid but doesn't return any values (ie I get 0 for all rows and summary levels).  CDF is the row level formula.  I've also tried 1 or RowCount in that place.

 

I tried case() instead of if() but I get an error "Incorrect parameter type for function 'case()'. Expected Object, received Text"

 

Please help - thanks!
9 answers
  1. Steve Molis (You Owe Me a Beer, Inc.)
    Sep 23, 2020, 4:56 PM
    Isn't  that already visible in the report?

     

    The "Scpoing Count" for the Case Owner in the top row is 9 and for case Owner in the second row it's 29?
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