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!
