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Alta88's avatar
Alta88
Helper IV
4 years ago
Solved

How to count different items in the same column

I've got a report that has 3 different appointment types listed under the same column heading. 2 types are lumped together and 1 is it's own category. I need to get the total of each appointment type...
  • jsaunders_zero9's avatar
    jsaunders_zero9
    4 years ago

    Alta88 

    See below steps to produce using the UI.

     

    1. Add Custom Column

    2. Create if statement to determine which "Group" the items should fall into.

    if [Appointment Type] = "Service" then "Service" else "LVLn"

    3. Add Group By, right click the column you just created call TypeGroup, Select Group By

    4. Group By Appointment Date & TypeGroup

    5. End Result