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Counting Data Points from Another Table that meets a certain Criteria

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User2024
4 - Data Explorer
4 - Data Explorer

Hi, 

So I have two tables. One table has a bunch of clients that have been assigned a certain assignee/person. 

The second table wants to be able to keep track of how many clients are assigned to each assignee/person. 

How would I be able to do this? I've tried to link and lookup and count but nothing seems to work. 

Thanks. 

2 Replies 2

Hello,

Assignee field in your "client" table must be a linked field to an "Assignee" table (one row for each assignee in this table):

Pascal_Gallais_0-1720794681202.png

Once you have done that, you can add a "count" type field in the "Assignee" table to get the number of clients for each assignee:

Pascal_Gallais_1-1720794854195.png

Field Nb Clients is defined as such (company being the client table in this example):

Pascal_Gallais_2-1720794916105.png

Note that Assignee table can be created directly from you client table by changing Assigne field type to "link to another record"; you will then have the possibility to choose the option "create a new table".

Regards,

Pascal

 

 

How can I make it so that I don't have to link it to the assignee field in the assignee table. I don't really want to be linking those two.