Difference between revisions of "How do I do a count using a sum?"
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+ | __NOTOC__ | ||
+ | '''Q: How do I do a count using a sum? | ||
+ | |||
+ | ''A: <nowiki>if([this]=</nowiki>'' 'Counting Criteria' ''<nowiki>,1,0)</nowiki>'' | ||
+ | |||
+ | '''Why do we do this? | ||
+ | |||
+ | ''When using the '''Criteria''' line in the '''Report Builder''', one line of criteria is treated as a single '''AND''' statement. By using this method we can move the criteria up to the '''Calculate Field''' area and allow for multiple '''OR''' criteria using a singular AND statement in the Criteria line.'' | ||
+ | |||
+ | ==Examples== | ||
+ | |||
+ | ===Counting Records where Current User is the Owner=== | ||
+ | [[Image:ReportBuilderExample1.PNG|link=|300px]]<br> | ||
+ | This calculation will assign a value of "1" to each record where the @userid@ matches the Owner ID (in other words, all records where the user currently logged in is the Owner of the record), and a value of "0" to all other records, and then sum up the list, returning a total of records for which the current user is the Owner. | ||
+ | |||
+ | ===Counting Records where End Date is After a Given Date=== | ||
+ | [[Image:ReportBuilderExample2.PNG|link=|300px]]<br> | ||
+ | This calculation will assign a value of "1" to each record where the End Date is later than April 1, 2013, and a value of "0" to all other records, and then sum up the list, returning a total of all records for which the End Date is later than April 1, 2013. | ||
− | + | ===Counting Records where Text Field contains a Given Text String=== | |
+ | [[Image:ReportBuilderExample3.PNG|link=|300px]]<br> | ||
+ | This calculation will assign a value of "1" to each record where the Description field contains the word "laptop," and a value of "0" to all other records, and then sum up the list, returning a total of all records where the Description field contains the word "laptop." | ||
− | + | ==See Also== | |
+ | * [[Calculated Field]] | ||
[[Category:FAQ]][[Category:Reports]] | [[Category:FAQ]][[Category:Reports]] |
Latest revision as of 10:40, 26 April 2013
Q: How do I do a count using a sum?
A: if([this]= 'Counting Criteria' ,1,0)
Why do we do this?
When using the Criteria line in the Report Builder, one line of criteria is treated as a single AND statement. By using this method we can move the criteria up to the Calculate Field area and allow for multiple OR criteria using a singular AND statement in the Criteria line.
Examples
Counting Records where Current User is the Owner
This calculation will assign a value of "1" to each record where the @userid@ matches the Owner ID (in other words, all records where the user currently logged in is the Owner of the record), and a value of "0" to all other records, and then sum up the list, returning a total of records for which the current user is the Owner.
Counting Records where End Date is After a Given Date
This calculation will assign a value of "1" to each record where the End Date is later than April 1, 2013, and a value of "0" to all other records, and then sum up the list, returning a total of all records for which the End Date is later than April 1, 2013.
Counting Records where Text Field contains a Given Text String
This calculation will assign a value of "1" to each record where the Description field contains the word "laptop," and a value of "0" to all other records, and then sum up the list, returning a total of all records where the Description field contains the word "laptop."