Forum Discussion

edgargrandison's avatar
edgargrandison
Qrew Member
2 months ago

Summary Count in Text-Multiple Choices Field

Hi! I'm trying to add a column in a summary report that will show the total count of persons (in percentage) who are tagged as "Qualified Leads" from Text-Multiple Choices Field and those who are tagged as "Attended" in another  Text-Multiple Choices Field.

Field 1: Qualified Leads(field name) = "Qualified Leads" 

Field 2: Status of Orientation(field name) = "Attended"

After having the total for each field, I need to divide both totals to have a percentage.

Total count of "Qualified Leads" / Total count of "Attended".

Hope you can help me huhu. Thanks!

formulas
  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    2 months ago

    Yes you can do this.  

    First make a summary report  and in the "summarize" section select those two fields.

    The further down the panel. Create two "Step 1" Summary Variables for those two same fields. 

    Then Create a "Step 2" summary formula. Be sure to set the field type to be formula numeric percent and set your decimals (probably set to 0 decimals). Then I suggest saving the report and opening it right back up again to customize.  That way the report will know the name you gave for that percentage calculation.  Then add your summary formula field  for the percentage to the same section where you chose those first two fields for your report.