I have a main BIDS object that tracks all of my company bids. I want to create some reporting that will give me summaries of the total number of bids by client, salesperson, month, as well as the total number WON so that I can then calculate win % for each client by salesperson and month. I created some pivot tables but was got pretty complicated on that front. I read about roll-up summaries by creating a BID SUMMARY parent object to create a record for each client-month. So I have that done, but now can’t figure out how to get counts of the child BIDS object into the parent BID SUMMARY object. Thanks for any help!
Brandon, assuming you have a connection between the BIDS and BID SUMMARY, you just add Count, Min or Max fields in BID SUMMARY, with appropriate filters on the field, to count (or min or max) the BIDS that you are interested in. Have you tried that? I am using the same approach to build a dashboard, with lots of appropriately filtered count fields as below, as an example:
The -Open field, as an example, is a count using this filter:
