Dashboard Lists - Cumulative Totals of Multiple Fields

1161
1
03-03-2020 12:55 PM
AndrewBeaman
New Contributor

Hello,

We have built a survey in Survey123 to capture engineering notes & calculations in the field for gas service pipeline replacements and a supporting dashboard to calculate the totals from all the surveys associated with that job number. One of the items we capture is the asset we are retiring for accounting purposes. The asset consists of 4 fields in the survey (Pipe Size, Material, Vintage & Footage). Each service in a job will have it's own survey filled out so on a given job, there could be hundreds of surveys captured.

What we want to display in the dashboard is the total footage when each of the size, material & vintage match up. Here is an example of a few services:

   100' of 1/2" - Plastic - 1981

   50' of 3/4" - Steel - 1964

   75' of 1/2" - Plastic - 1986

   50' of 3/4" - Steel - 1964

   100' of 1/2" - Plastic - 1981

In the dashboard, I want to display a list that would show the totals for those examples as such:

   200' of 1/2" - Plastic - 1981

   100' of 3/4" - Steel - 1964

   75' of 1/2" - Plastic - 1986

We have been struggling with how to configure a dashboard list that would compile a total when the 3 other fields match. I hope that makes sense. Does anybody know a way to accomplish this?

Thank you for any help you can provide,

Andrew#

0 Kudos
1 Reply
JessicaAltamira
New Contributor

Hi Andrew,

 

Great Question! There may be more than this option but I hope it finds you well. One way to display this report in the Operations Dashboard is by using a combination of the Category Selector + Indicator + List widgets. I've attached a 60 second video to show the final functionality so you can get creative with the layout. Although my features are lines, this can work with your Survey123 layer too. Hope this helps!

 

Category Selectors (Add a Header Widget to add 3 Category Selectors)

 

  • Job ID Category Selector Configuration

    1. Selector

Categories From: Grouped Values

Layer: Survey 123 Layer

Category Field: Job ID

Label: Job ID

Turn on None Option

Name: Job ID Filter

  1. Actions

             AFTER setting up ALL widgets come back and add Filters to:

  1. Vintage Filter
  2. Size Filter
  3. Plastic Count
  4. Plastic List
  5. Steel Count
  6. Steel List
  7. Survey 123 Layer

 

  • Vintage Category Selector Configuration

    1. Selector: Same as Job ID Category Configuration, just set to Vintage Field.
    2. Actions

AFTER setting up ALL widgets come back and add Filters to:

  1. Size Filter
  2. Plastic Count
  3. Plastic List
  4. Steel Count
  5. Steel List
  6. Survey 123 Layer

 

  • Size Category Selector Configuration

    1. Selector: Same as Job ID Category Configuration, just set to Pipe Size Field.
    2. Actions
      1. AFTER setting up ALL widgets come back and add Filters to:
        1. Plastic Count
        2. Plastic List
        3. Steel Count
        4. Steel List
        5. Survey 123 Layer 

 

Indicator by Pipe Material

 

  • Plastic Count Indicator

    1. Data

Filter Material = Plastic

Value Type: Statistic

Statistic: Sum

Field: Footage

  1. Indicator

Top Text: Retired Plastic (Color of your choice)

Middle Text: Add {value} field + ''ft''

  1. General

Name: Plastic Count

 

  • Steel Count Indicator

Same as Plastic, just replace everything with Steel

 

 

List Widget

 

  • Retired Plastic List

    1. Data

Filter Material = Plastic

Sort by Vintage: Your choice

  1. List

Job: {JobID}

 

{Footage}' of {PipeSize}" {Material}{Vintage}

 

  1. General

Name: Plastic List

  1. Actions

Flash Map(1)

Show Pop-up Map(1)

 

  • Retired Steel List

Same as Plastic, just replace everything with Steel