Tuesday, May 14, 2019

Create a Matrix Style search which will show the number of closed cases year by year.

To create a Matrix Style search which will show the total number of cases year by year:

1. Create a new Case Saved Search, List > Search > Saved Searches > New.
2. Navigate to the Results tab and add the following fields:

Status

Group

 

Custom Label

Formula (Numeric)

Sum

CASE WHEN TO_CHAR({closed},'YYYY') = '2010' THEN 1 ELSE 0 end

2010

Formula (Numeric)

Sum

CASE WHEN TO_CHAR({closed},'YYYY') = '2011' THEN 1 ELSE 0 end

2011

Formula (Numeric)

Sum

CASE WHEN TO_CHAR({closed},'YYYY') = '2012' THEN 1 ELSE 0 end

2012

Formula (Numeric)

Sum

CASE WHEN TO_CHAR({closed},'YYYY') = '2013' THEN 1 ELSE 0 end

2013


3. Save and Run the Search.

Note: You may add more years to the results column by adding the same formula (Numeric) and add the Year inside the single quote (').

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