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TheLivingBubba's avatar
TheLivingBubba
Cloud Apps
08-08-2025

Grouping based on text field values

I have a list of companies in my data model (fake company names used in this example). In our industry these are grouped in certain ways. Unfortunately this data in not in our data model. I've been given it in a spreadsheet. Even more unfortunately, there's no way to add this data to the data model in the timeframe available.

To create bar charts, I've been using a formula to create each bar independently. Something like:
(Count ([Profit]), Company Name) and then using the filter within the formula to filter on the companies in each Group.
It's cumbersome, slow, & prone to error, so I'm wondering if there is a better way to go about this?

Essentially, I'm looking to create bar charts & pivot tables that look like the examples below where I can easily use 'Group' as a field.


Thank you in advance for any help or assistance you can offer.

2 Replies

  • Hi TheLivingBubba​,

    I'm not able to find anything that addresses this specific issue. Would you like me to work on connecting you with a technical resource directly? 

  • Hi TheLivingBubba​,

    I'm not able to find anything that addresses this specific issue. Would you like me to work on connecting you with a technical resource directly?