I'm attempting to make a report that shows us when we have more than 7 man crews on a job. I was able to make a summary formula that marks the ticket with a 1 if the crew is 6 or more. That part works great. However, I would like to add all the 1's created so get the sum of large crews. Salesforce just puts a 1 there currently. Clicking the top of the column doesn't give the option to sum it up. Does anyone know if there is a formula to get this sum.
More importantly, I would like this number to be able to shown in a dashboard. Thanks in advance.
Hi Kevin,
A couple of options I can think of, if I understand correctly:
- Does each "job" have a record? If so, instead of the summary formula, filter the report to only show records that have 6+ crew, then you could add in the record ID and summarise the ID to see the total number of records.
OR
- If this is something you'll want to track across multiple reports, you could create a custom formula field to indicate if a job has a crew of 6+. Then add this field to the report and summarise on that field. For example a custom checkbox called "Large Crew Number Job" which evaluates to TRUE if the number of crew is 6+.
Then, as you want to add this to a dashboard, you could add the dashboard tile and display a number as the total record count of "Large Crew Number Jobs".
Hope this helps!