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How to make this report? I couldn't solve it.

  1. #1
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    How to make this report? I couldn't solve it.

    Hello! I have a plain table extracted from my CRM that have a row for every time a customer contacted me, and a label for the reason of that contact.

    Looks like this:

    Cust_ID Label
    1 A
    2 A
    3 B
    4 C
    2 B
    2 D
    3 A
    4 D
    1 D

    Now I need to extract a table or report that tells me how many customers contacted me with labels A and B for example. Or A, C and D I need to customize this.

    Results should be like:

    Labels A and B: 2 (cust 2 and 3)
    Label B and C: 0 (none)
    Label C and D: 1 (cust 4)
    Labels A and B and D: 1 (cust 2)

    I tried with pivot tables but could't make it filter that need to be A and B and C. Also if a customer contacted me 3 times with the same label it should count as 1 contact if possible, but that's not the main issue.

    Hope you can help me .

    Thanks.

    Martin R.
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    Last edited by martin100181; 01-19-2022 at 10:55 AM.

  2. #2
    Forum Moderator AliGW's Avatar
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    Re: How to make this report? I couldn't solve it.

    Welcome to the forum.

    There are instructions at the top of the page explaining how to attach your sample workbook.

    A good sample workbook has just 10-20 rows of representative data that has been desensitised. It also has expected results mocked up, relevant cells highlighted and a few explanatory notes.
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    Re: How to make this report? I couldn't solve it.

    Thank you. Now there's an example attached.

    I need to count how many cust_id have both labels INSUMOS and VENTA_OK for example. Or maybe 3 labels, that I need to customize.

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    Re: How to make this report? I couldn't solve it.

    Any ideas please? I need to solve this. Thank you!

  5. #5
    Forum Moderator AliGW's Avatar
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    Re: How to make this report? I couldn't solve it.

    I can't see anything to do with the labels you mention in the sample workbook, nor can I see where you mocked up (manually) what you are asking for.

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    Re: How to make this report? I couldn't solve it.

    You mean it's not possible to solve or I´m not clear with my request?

  7. #7
    Forum Moderator AliGW's Avatar
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    Re: How to make this report? I couldn't solve it.

    The latter.

    Where in the workbook will I find the labels you mention in your opening post?

    Where in the workbook have you shown us what you are trying to achieve?

    It will probably be very easy once we understand what you want.

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