Our organization runs a daily transaction list (via saved search) to forecast our opportunity pipeline. For this saved search, we set the customer mainline to false to eliminate duplicate values in our search.
I've built a saved search text formula that references the customer sales team, which I understand is a sublist. This sublist doesn't play nicely with my transaction report and results in duplicate values.
What I want to have happen is for the transaction line item to pull in the name of the sales team member who has a sales team role of "team lead". If there isn't a sales team member with the team lead role, then I want the result to be blank. We do not have any sales teams where there are two team leads, so we will never run up against this.
The problem I'm getting is duplicate values. The report interprets my code to mean if a customer has a sales team member with the team lead role, then duplicate that line item as many times are there are sales team members. As an example, I have a customer with 8 sales team members. My code results in 8 duplicate line items and one line item has the name of the team lead while the rest are blank.
Thoughts on how to resolve? Thank you in advance. My code looks like this:
I cannot change customer main line to false, as this is makes it even more complicated. Leaving customer main line as false displays exactly what I need currently, with exception of the name of the team lead.
CASE
WHEN {customer.salesteamrole} = 'Team Lead'
THEN {customer.salesteammember}
ELSE NULL
END
What I'm looking for is one line item for each transaction and simply the name of the team lead on that transaction. Perhaps the answer is to create a custom field, but I'd like to think the solution can be accomodated in a transaction report.
You can set a filter in the Criteria tab to make sure only the lines that you want are returned. In the Criteria tab under Filter, select the Formula (Numeric) option, and set the Formula to be:
CASE WHEN {customer.salesteamrole} = 'Team Lead' THEN 1 ELSE 0 END
then choose 'equal to' in the operator field and put 1 for the value.
Related
I am managing the inventory of stock for an IT company.
Recently we've had to dole out lots of new iPhones as the old iPhones assigned to employees were incompatible with a particular piece of software.
With most employees working from home and IT staff being split into several different offices it can be a little difficult to co-ordinate things and make sure that the staff member who received a replacement iPhone actually sent back the original one!
It would be great to have an easy means of check for staff who have two (or possibly more) iPhones (any type) so that I can contact them and ask them to return the old device.
I can export the data from the SQL-based equipment database to Excel and analyse it but I don't have the experience to make things more automatic (and build a report).
Here is an example of the database (shown as an Excel file).
In this example case, John Murphy, has got two iPhones. He only needs one of them. Items with the "Employee_Name" set to "IT Service" and have the status set to 'With helpdesk' are in order and do not need to be included in the final report.
'Tammy Top' has only one iPhone and therefore mustn't appear in the report.
Thanks for your help!
UPDATE...
I've played around with Pivot Tables a little... it may be a start. Perhaps if someone is more experienced they could suggest a better way of setting up the values for the pivot table?
I am pretty sure, that there are better solutions.
But at the moment, I can offer you the following:
E2: =IF(AND(A2="IT Service", D2="With helpdesk"),0,COUNTIFS($A$2:$A2,A2,$D$2:$D2,D2))
G2: =FILTER(A2:D6,(E2:E6>1),"")
In column E I used a COUNTIFS formula to check how often an Employee_Name has occured until now. I wrapped it in an IF statement, that checks whether the combination of "IT Service" and "With helpdesk" occured. In that case, it would override the counter with 0.
In column G I used a FILTER formula to provide the relevant rows (A to D) of the source area in case the counter is higher than 1.
Seeing as the data is in SQL Server, just query the database instead of mucking around in Excel.
Something like:
SELECT Employee_Name FROM <table> GROUP BY Employee_Name WHERE COUNT(*) > 1 AND Employee_Name <> 'IT Service'
Should get a list of Employees with more than one phone. To get the full list something like:
SELECT * FROM <table> WHERE Employee_Name IN (
SELECT Employee_Name FROM <table> GROUP BY Employee_Name WHERE COUNT(*) > 1 AND Employee_Name <> 'IT Service')
should get you the list you want.
being the name of the table/view/SP that is generating the data you are importing into Excel.
I'm trying to do a saved search in NetSuite that returns all of the customers in a particular state and, for those which have an Inside Sales Rep, the name of that rep.
But if I specify Sales Team Role = Inside Sales Rep in the criteria, the result only contains customers who have an Inside Sales Rep (and we have some that do not).
If I don't specify the Sales Team Role in the criteria but list Sales Team Role and Sales Team Member in the Results, then I get every customer, but a row for every sales team member, with their role - so multiple lines per customer. I don't want that.
I just want a line in the results for each customer and, if there is an Inside Sales Rep on that customer, that person's name.
Any suggestions?
Basically, you need a left join ;).
Instead, you can use a formula to return either the sales rep if the role is inside sales, or null, or null if there is no sales rep. Then you aggregate it using maximum.
Or you can use the rank function (using the formula above within the rank syntax), selecting where rank = 1. This allows you to save your aggregation for when you need it, at the expense of clarity.
I am attempting to perform a simple subtraction function across two lists in Sharepoint 2010.
I have one list called Inventory that has part number, part name, and quantity.
I have a second list called Tasks that has title, description, status, used part, and quantity.
I have a workflow rule that states the following:
The issue is that it's just throwing an error when I run a test task with a status of completed, used part selected, and quantity field holding an integer value.
I am creating the workflow and attached it to the Tasks lists, so all current item equal items in the tasks.
The end of update item in Inventory I am setting the variable New Inventory to be the new value of quantity in the Inventory lists.
Any help with this would be great. Thanks.
Disregard, found out during the CurrentItem: Quantity lookup i had set the part name to string instead of lookup value.
In Sharepoint 2013 I have 2 (simplified) lists:
Suppliers
Supplier Number
Buyer Name
Buyers
Supplier Number
Buyer Name
In the Suppliers list, I need to periodically update the Buyer Name for all rows in the list. The buyer assignments are periodically changing.
I don't think I can use a lookup field in the Suppliers list because the data is being exported to the list from an Access 2003 database. The Supplier Number is not being manually entered into the list.
What is the best way to create a routine that will get the value in Suppliers.Supplier Number, look it up in the Buyers list, then update Suppliers.Buyer Name with that value, assuming one is found?
I just need to be pointed in the right direction, I think.
Thanks
Mike Thomas
What you are trying to achieve is feasible with the use of SharePoint Timer Job. Where you can write a logic about reading a one list(Suppliers) and settings its value in the another list(Buyers). You can also set its running time as Daily, Monthly , Yearly or even every minutes
Refrence:
https://sharepoint.stackexchange.com/questions/43965/copy-an-item-from-one-list-to-another-list-using-custom-timer-job-creation
I have 2 lists, say, Fruits & Orders.
Orders has a number field FruitID that links to the ID field of Fruits.
Orders also has a number field OrderValue which stores the value of the specific order.
I want to find out the total sale for a particular fruit. I am doing this calculation in a workflow for the specific fruit. Is there an easy way (read 'no coding')?
See the list of standard workflow actions here:
http://office.microsoft.com/en-us/sharepoint-designer-help/workflow-actions-in-sharepoint-designer-2010-a-quick-reference-guide-HA010376961.aspx
There is no select, or looping functionality.
I suggest writing a custom workflow activity, sand boxing should work
http://www.wictorwilen.se/Post/Sandboxed-workflow-activities-in-SharePoint-2010.aspx