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Summarize lookup field into categories

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Madeline_Smith-
4 - Data Explorer
4 - Data Explorer

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Hi all, I’m trying to create a field that will use the data in the field shown to categorize each record into “private only,” “public only,” and “both private and public.” It seems like there should be a way to do this, but I’m stumped!

If it’s helpful, the field shown is a double lookup. It is in a “programs” table, each program is linked to funders in the “funders” table, and each funder is designated private or public. I want to see which programs receive exclusively private support, exclusively public support, or both types of support. Thanks!

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Use a Rollup instead of a Lookup and set the Function there.

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3 Replies 3

Hi @Madeline_Smith-Gibbs ,
You can add a formula with ARRAYUNIQUE({Sector (from Linked funder) (from Survey data)})

Madeline_Smith-
4 - Data Explorer
4 - Data Explorer

image

Thanks Vivid_Squid! For some reason it’s not returning unique values

Use a Rollup instead of a Lookup and set the Function there.