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Calculated field that adds up points from multiple requests

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Level 3

Hi Community,

We have a request queue with a calculated field adding certain capacity points for certain requests:

1. Creating New content for Sprint x has 2 points
2. Updating existing content for Sprint x has 1 point
3. Re-using existing content for Sprint x has 0 points.

How do I set up a calculated field, that is adding up all the calculated fields from all incoming requests into one field to determine the capacity for sprint x?

Thanks in advance

9 Replies

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Community Advisor

there's not really a way to do this. Calculated fields stay within that one object so you can't look around outside your object and then start adding from these other objects. The closest you would get would be a report on the objects, aggregating (summing) on that field.

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Level 3

That would work!
Currently the only issue is with summing those up, that my reporting is counting by incoming request. I already excluded the 0 counts, but the 2s are not multiplied by request type 2.

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Community Advisor

it doesn't appear that you've set up your calculated field yet. You would need one on each request to provide the points, that you could then sum up in a report.

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Level 3

I have the calculated field, but if the calculated field shows e.g. the number 2 and I have two number 2 requests, a report sum is still 2 since i only see the number of requests, but the field itself is not summed up anywhere. I also looked at text modes, but I only could find the calculation of two fields in a row, but not in a column. If you have a text mode for the calculation of a column, please share. Thank you so much.

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Community Advisor

Is your calculated field formatted for text or number? If it was formatted for number, then if you bring it in as a column, there should be an option to aggregate by SUM, no text mode needed. It's in the Column Settings area, under "summarize this column by:"

 

If the calculated field is formatted as text, can you create one that is formatted as a number?

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Level 3

It is a text with a calculation:

IF({DE:Field1}="Content Type 1(New)",1,0) + IF({DE:Field 1}="Content Type 1(Refreshed)",1,0) + IF({DE:Field 1}="Content Type no change",1,0) + IF({DE:Field1}="Content Type 2 (New)",2,0) + IF({DE:Field1}="Content Type 2 (Refreshed)",2,0) + IF({DE:Field1}="Content Type 3 (New)",1,0) + IF({DE:Field1}="Content Type 3 (Refreshed)",1,0)

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Community Advisor

please reformat it to be a number if you wish to use the aggregation functions. (you will probably have to recreate the field)

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Level 3

Okay, since a colleague built it and we already have a few fusion scenarios built I am not sure if we can change it by now, but if this is the only chance in order to get the calculation it is worth asking. Thank you!

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Community Advisor

I don't think there's an urgent need to remove the existing calculation at this time. Just create a new calculated field and see if it does what you want. If it does, you can assess and make a plan to replace the old field at that time.