Hey all. I’m coming from excel so this is all new to me. I am stuck on building the widget with a summary table I want. I’ve read Summary tables - Grist Help Center several times, and just not sure what to fix.
I am using the lightweight CRM template (awesome!) and I want a summary table that does this:
DATE count Email Phone Text To-Do
02-28-2023 14 3 5 4 2
“Email”, “Phone”, “Text” and “To-Do” are drop down options in the column called “Type” on the Table called Interactions.
I had no trouble making the summary table widget with the first two columns ([Interactions by date]) but I don’t understand the syntax to count just the sum of items that are “Email” etc.
I see in the example that you can do:
but that isn’t quite analogous to what I want. I tried:
But that gives me an error. The short take is I want to be able to see-- if I fill out my lightweight CRM perfectly each day-- what my call, email, text counts were where each day is shown on the rows.
Thanks for any help!