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DBlank
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Joined: 19 Dec 2008
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   Posted: 21 Jul 2010 at 9:15am |
Not a formula field but a Running Total
Toward the bottom of the Field Explorere you will see 'Running Total Fields'
Right click on it and select new
then...
name=LeftMessageCount
Field to summarize=probably sequence number
Type of summary= DistinctCount
Evaluate=Use a formula
A_Lead_Status.Lead Status="Contact Attempted (Left Message or Email)"
Chnage the option in the formual editor to 'Use Default values for Nulls"
Reset = Group Level 1
Place in Group footer 1 next to the "Contact Attempted (Left Message or Email)" text field.
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LShadrin
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Joined: 20 Jul 2010
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Posted: 21 Jul 2010 at 9:28am |
OMG it worked!
THANK YOU SO MUCH!!!
I have another question, why did we summarize this field?
Field to summarize=probably sequence number
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Luka
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DBlank
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Posted: 21 Jul 2010 at 9:37am |
You could have done it other ways (maybe a count of the lead status field?) but you wanted a to count each 'contact' only one time. To make sure, I was trying to use the primary key (unique identifier) for that table which i was guessing was the sequence number and use a distinctcount for it. This way if any of our joins made duplicate rows (happens a lot) we would not count each row more than a single time.
make sense?
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LShadrin
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Posted: 21 Jul 2010 at 9:50am |
Yes, that makes sense!
Thank you again.
Also, is there a way to get a percentage of those counts?
For example, I want to know out of the "Contacts Made" count, how many resluted in "Interview Scheduled" count.
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Luka
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LShadrin
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Posted: 21 Jul 2010 at 9:52am |
Never mind. I think I am going to have to split those out of the table and then create a group.
Thanks again for your help!!!  |
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Luka
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DBlank
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Posted: 21 Jul 2010 at 9:57am |
No you can get it for each one
you will create a formula fo reach one as:
#RunningTotal % DistinctCount(sequencenumber,group1field)
something like
{#InterviewScheduleCount}%DistinctCount({AMGR_client.sequencenumber},{A_Lead_Status .name})
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LShadrin
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Posted: 21 Jul 2010 at 10:13am |
It's not likeing the
A_Lead_Status .name
{#InterviewScheduleCount}%DistinctCount({AMGR_client.sequencenumber},{A_Lead_Status.name})
I tried changing it to {A_Lead_Status.A_Lead_Status} but that was not working.
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Luka
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DBlank
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Posted: 21 Jul 2010 at 10:15am |
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use the field you grouped on to create group level 1
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LShadrin
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Posted: 21 Jul 2010 at 10:32am |
Ok. I changed it to my Group Level 1 and it's not pulling correctly
IE:
John Doe
Contacts Attempted 117 //This is my ContactsAttemptedCount
Contacts Made 11 //This is my ContactsMadeCount
Interviews Scheduled 3 //This is my InterviewsScheduledCount
Close Ratio 0.63 // This should be 0.27 because we should be dividing interviews scheduled by contacts made
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Luka
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DBlank
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Posted: 21 Jul 2010 at 10:38am |
sorry,
i though you wanted a percentage of each type per total contacts...
change it to use those two RTs, interviews and contacts made)...
{#InterviewsMadeCount}%{#ContactsMadeCount}
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