How to Count the Number of Customer in Route Plan

ADSL · ‎09-29-2022

Hi BI Team,

In Route plan, we have a list of customer and route date. Some customers have been set for a few times visit per month.

So then we want to track the sales rep routing plan and count as the following below:

1. No. of Customer

2. No. of Customer Plan Visit (some customer have a several time visit per month)
3. No. of Customers Plan Visit

a). 1 time per week

b). 2 times per month
c). 3 times per month
d). 1 times per month
e). 4 times per month
f). Many times

Please kindly advise the measure and how to do it.

Source: https://drive.google.com/drive/folders/10WygsxRAbphvkZe_jvXTcdfehcb2l6NU?usp=sharing

Best Regards,

v-yalanwu-msft · ‎09-30-2022

Hi, @ADSL ；

Can you elaborate on how 358 and 756 were obtained? I don't quite understand your calculation logic, and the numbers that follow.

Best Regards,
Community Support Team _ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

How to get your questions answered quickly -- How to provide sample data

ADSL · ‎09-30-2022

Hi @v-yalanwu-msft ,

The result that you see, I am doing in excel that:

1. Total No. Customer --- using distnct count of customer code

2. No. Customer Visit Plan --- using Count (becasue some customer plan to visit many time based on route date)

3. For No. Time per week & month --- the screenshot below I am doing in manual.

Please kindly assist to check.

v-yalanwu-msft · ‎09-29-2022

Hi, @ADSL ;

Try it.

count = DISTINCTCOUNT(Table1[CUST_NAME])

The final show:

If the above one can't help you get the desired result, please provide your expected result with backend logic and special examples.

Best Regards,
Community Support Team _ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

How to get your questions answered quickly -- How to provide sample data