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ePros's avatar
ePros
Frequent Visitor
2 years ago
Solved

Counting matching information inside the same table with multiple lines under each date

Trying to find matching columns inside the same table where the date is the same, my sample data shows which ones I would want counted. Stuck on the fact that inside the same table the date with always match the date.  Looking to count only calls made on the same day where we had both an outbound call and an inbound call.  It must exclude matching numbers made on different days.

 

  • ePros ,

    Here is one approach that uses Power Query.

    1.  Add a Custom Column and name it something like "Concat":

    if [Outbound] = ""
    then [Date] & [Inbound]
    else [Date] & [Outbound]

    This will give you a column in which you will have your Duplicate values.  Unable to describe the next steps in detail, but a google search for "Power Query find Duplicates" will give you the detailed steps you can follow to identify those records that have your Duplicate values.

    Hope you can take it from this point on.

    Regards,

      

4 Replies

  • rsbin's avatar
    rsbin
    Icon for Community Champion rankCommunity Champion

    ePros ,

    Here is one approach that uses Power Query.

    1.  Add a Custom Column and name it something like "Concat":

    if [Outbound] = ""
    then [Date] & [Inbound]
    else [Date] & [Outbound]

    This will give you a column in which you will have your Duplicate values.  Unable to describe the next steps in detail, but a google search for "Power Query find Duplicates" will give you the detailed steps you can follow to identify those records that have your Duplicate values.

    Hope you can take it from this point on.

    Regards,

      

    • ePros's avatar
      ePros
      Frequent Visitor

      I like the thought process and I am sure it is the start, but actually if I made multiple outbound calls to the same number that day, it would show up like a match. But I will dig deep as my outbound and inbound are already added columns based on call type and disposition and I might be able to concat there and then match.

      Thank you

       

      • rsbin's avatar
        rsbin
        Icon for Community Champion rankCommunity Champion

        ePros ,

        Suggestion:  You can use the Remove Duplicate Rows function as your first step.  These should remove records with same call type, same number and same date.

        Then proceed with the Custom Column.

         

    • ePros's avatar
      ePros
      Frequent Visitor

      Thank you, keep in mind sample data was just for concept, real data much more complicated, but ultimately concating date and phone is what worked, had to add extra column for date and outbound and column for date and inbound then Lookup value column to search concated out against concated inbound to avoid muliple calls outbound, then use distinct count of lookup column. I appreciate your insight.