Creating an incident summary and calculating incident rates in Dashpivot helps teams track safety performance and monitor trends over time. By using tables and formulas, you can count the number of incidents recorded in a register and calculate the incident rate based on occurrence frequency. This is useful for safety reporting across various incident types such as injuries, near misses, and operational disruptions.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan: All Plan Types
Permission: Dashpivot Contributor
Skills Required: Excel-based formulas
Device Type: Computer/Browser
Subscription: Dashpivot
Step-by-Step Instructions
Set up your incident summary template,
Navigate to the left tab and select the Default table under Table.
Set up your Incident Register using a Default table with the following fields:
Date Reported (Date field)
Incident Type (Dropdown list)
Description (Text field)
Status (Formula field)
Complete by (Text field)
Person Responsible (Text field)
Add incident types to the Incident Type dropdown list (for example: Accidents/Injuries, Near Misses, Falls from Height).
Create a second table using a Prefilled table for your summary and incident rate.
For Accidents/Injuries in Table 2 cell B1, enter:
=COUNTIF(Table1!B:B, "Accidents/Injuries")For Near Misses in Table 2 cell B2, enter:
=COUNTIF(Table1!B:B, "Near Misses")For Falls from Height in Table 2 cell B3, enter:
=COUNTIF(Table1!B:B, "Falls from Height")
Notes
A Default table is used for registers where the number of entries is not fixed.
A Prefilled table is used for summaries where structure remains consistent.
Incident types may include safety, security, and operational categories such as injuries, theft, equipment failure, and production downtime.
FAQ
Can I add more incident types beyond the three examples?
Yes, just add a new row in Table 2 and a matching COUNTIF formula.
What happens if an incident type is spelled differently in the register?
The COUNTIF formula won't count it, so spelling must match exactly.