Reporting on a Multi-Select Checkbox Field

Forum|Forum|7 years ago
May 31, 2018
3 replies
791 views

I have a checkbox field that captures various marketing campaign used for a project but now I need to create a report to list how many of each campaign was represented. Everything I've read so far only allows to get a total count for each project. Instead I need a total count for each choice in the field. I have a decent knowledge on calculated fields and don't mind if it's has to be a mess of fields to make the report. Not sure if it matters but I do not need to create any kind of charts, a list would be plenty. I created a basic example below to better explain. Field Name: Seasonal Campaigns Choices: Summer, Fall, Winter, Spring, None Projects: Project One: Summer, Winter Project Two: Spring Project Three: Winter, Spring, Fall Project Four: Winter Report: Summer - 1 Winter - 3 Spring - 2 Fall - 1 None - 0 Monique Evans Stanley Black & Decker, Inc.

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M

melindal3825541

Level 5

For a short list, your best bet is to create a calculated field for each value with either a sum 1/0 or the word Summer, Winter, Fall, Spring Each calculated field would be: IF(CONTAINS("Fall",Seasons),1,0) These can then be displayed as 4 fields in a report with the ICON replacing the value and the sum/count at the top. -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource - 2018 Workfront Services Partner of the Year Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@capabilitysource.com - we simplify your work so you can run your business -

MoniqueEvans

Author

Community Advisor

Thanks @Melinda Layten . My field has 16 choices so not as easy as 4 but nothing too difficult. As I was making the calculated fields I was thinking of another approach that may work as a better long-term option as the choices change year-to-year of creating a "yes" radio button that defaults to being selected and has logic to only show if the corresponding choice is checked off. I'm not sure if it would work or the benefits of one over the other but I think this might be something to explore in the future. Monique Evans Stanley Black & Decker, Inc.

MoniqueEvans

Author

Community Advisor

After thinking a little more that won't work only because the logic is for display logic only, and the field appears on every form as a yes whether its visible in the project or not. Monique Evans Stanley Black & Decker, Inc.

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