Tuesday, May 14, 2019

Create a Matrix Style Case Search showing the closed cases per quarter

To create a search which will count closed cases per quarter, matrix style:

1. Create a case saved search, List > Search > Saved Searches > New.
2. Navigate to the Results Tab and enter the following fields:

Status

Group

 

Custom Label

Formula (Numeric)

Sum

case when to_char({closed}, 'MM/YYYY') in ('01/2013', '02/2013', '03/2013') then 1 else 0 end

Q1

Formula (Numeric)

Sum

case when to_char({closed}, 'MM/YYYY') in ('04/2013', '05/2013', '06/2013') then 1 else 0 end

Q2

Formula (Numeric)

Sum

case when to_char({closed}, 'MM/YYYY') in ('07/2013', '08/2013', '09/2013') then 1 else 0 end

Q3

Formula (Numeric)

Sum

case when to_char({closed}, 'MM/YYYY') in ('10/2013', '11/2013', '12/2013') then 1 else 0 end

Q4


3. Save and run the search.

Note: You may add different Months from different years by changing the value of the date from the formula formatted as MM/YYYY.

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