Creating a Dashboard HELP!
I have found these forums so helpful and I'm back again to ask for more advice. Im trying to create a dashboard of data to display in our workshop. Firstly this needs to refresh when new data is entered elsewhere.(whats the best way arounds this)
Next i need to display certain information and thats where I'm mainly stuck.
So far i have a list of records with a field set to "open" through a portal (related table). I also have a number of total Records created in that table (total support calls)
I would now like a number of records that have the "Status" field set to "open" (much like the portal but in number format)
we will start with that and i will move on to the next question once this is done.
Thanks again for your help
A "selective sum" of related record can be done in a number of different ways. See: Sum_Calculation based on condition
In addition, ExecuteSQL can be used in versions 12 and later. In all versions you can also define a calculation field that returns a 1 when status is open and is empty for all other values. Then a summary field can total this calculation field.