Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
7 years ago
Solved

summing by unique values

I have a large report pulling from many sources.

 

The report is showing workload by task

 

task a - has its own list to pull from

task b - has its own list as well

task c - has its own list also

 

The problem is my last list is customer service contact

it literally counts type of contact daily ( and via a vlookup assigns a disposition we've created)

So i have about 7 "types" of customer interactions.

 

I need to be able to sum each of these up individually so i can add them to my pie and other graphs on the reports.

  • Anonymous's avatar
    Anonymous
    7 years ago

    Hi Anonymous ,

    You can consider to add a variable with summarize function to group current row contents by its group, then use iteration functions to summary this variable table.

    Sample:

    Measure =
    VAR summary =
        SUMMARIZE (
            Table,
            [Column1],
            [Column2],
            [Column3],
            "Count", COUNTROWS ( Table )
        )
    RETURN
        SUMX ( summary, [Count] )
    

    All the secrets of SUMMARIZE

    Please understand that this link is provided with no warranties or guarantees of content changes, and confers no rights.

    Regards,

    Xiaoxin Sheng

3 Replies

    • Anonymous's avatar
      Anonymous
      Not applicable

      Here is a sample of how it looks:

      count | Date     | Method

      1          4.25.19   Phone

      5          4.25.19   Email 

      7         4.25.19    Chat

      12      4.25.19      Mail

      15       4.25.19     Comment Mail

      3         4.24.19     Phone

      2         4.24.19     Chat

      9        4.24.19     Email

       

      i know just having this data alone isnt an issue to put in graphs. My problem is I have 7 other unique lists combining into these graphs.

      The other lists are unique in that they are for one type of process ( Credit Card recovery, fraud, etc) this interaction log is the only one that has multiple methods in it. and NO it cannot be broken into seperate lists per leadership.

      • Anonymous's avatar
        Anonymous
        Not applicable

        Hi Anonymous ,

        You can consider to add a variable with summarize function to group current row contents by its group, then use iteration functions to summary this variable table.

        Sample:

        Measure =
        VAR summary =
            SUMMARIZE (
                Table,
                [Column1],
                [Column2],
                [Column3],
                "Count", COUNTROWS ( Table )
            )
        RETURN
            SUMX ( summary, [Count] )
        

        All the secrets of SUMMARIZE

        Please understand that this link is provided with no warranties or guarantees of content changes, and confers no rights.

        Regards,

        Xiaoxin Sheng