Aug 18, 2023 08:52 PM
Hello - hoping someone can help! I feel (hope?) the solution is simple, but I am totally stumped!
GOAL: I am trying to summarize the total number of unique values across 4 linked record fields.
CONTEXT: I run a coaching business that hosts group coaching sessions (called cohorts) for clients. These cohorts sessions can span across 2-3 months. I currently have a table that summarizes the total number of group sessions for each month / client.
In addition to tallying up the total number of group sessions, I also want tally up the total number of unique cohorts that are meeting monthly.
ATTEMPTED SOLUTION: I thought that maybe I could create two additional fields (1) that combines all the linked records for the month / client into a comma separated list and (2) a field that then counts the number of unique values within that string of text... but I can't get that to work. Maybe because its completely wrong! Should I be using a Roll-up field instead? I am totally stumped!
VISUAL: Here is a visual of what I am trying to accomplish. The left represents the month / client (different clients are represented by different colors) and the 4 columns from the right are the linked records representing the cohorts (cohorts are represented by different colors)
Any recommendations for what I need to do to create the "Count of Unique Linked Records" column?
Thanks in advance for your help!
Aug 24, 2023 09:07 AM
@pressGO_design scripts and I haven't even met yet 🤣 but I feel the intro is coming haha.
This is super helpful - going to play around with what you shared here and will report back if I get stuck again!
Really wishing there was a simple formula that could look at a string of text that is separated with commas and pull out the number of unique values. That would really save me here!