In my excel sheet I got 700 data, with Customer name, code, membership level, email and phone number. I want to group the customers according to their membership level ex. gold customers, silver customers and bronze customers.
Thanks
In Data Tab select group to create groups after sorting accordingly.
Shortcut Alt+A+G+G
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I am trying to build an Excel Power Pivot data model using restaurant inspection data from my city, though I'm having trouble envisioning how to get this to work properly. I have three files I've imported into the data model but cannot figure out how to link:
business_lookup; each entry is unique with a business ID number, a business name and address.
inspection_lookup; each entry is distinct inspection on a specific date for a specific restaurant but has no unique identifier. It does not distinguish how many violations were found on this visit, just that a visit occured.
violations; a file full of each individual violation found on each of the inspection_lookup dates. It has the business ID, date and a description of the individual specific violation. For each inspection in the inspection_lookup, there are typically multiple corresponding violations in this table.
The problem, to my understanding, is that there's no unique field like "inspection_ID" that could link the inspection_lookup file to each of its many findings in the violations file to allow me to say on June 5, 2020, Jim's Fish House had three violations and they were X, Y and Z. I can connect both to the business_lookup file easily enough, but I can't figure out how to link these other two tables. How can I connect these two other files when all I know is that the unique business ID was inspected on a common date?
If in inspection_lookup you have date and specific restaurant (I assume it corresponds to business ID or business name), you can create unique key by concatenating these 2 columns (given you cannot have more than 1 inspection on the same day in the same restaurant). You can create the same unique key in violations and connect these 2 tables. Business_lookup has unique values so you can connect it to violations or inspection_lookup based on your use case.
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.
[in sale analysis on total two list product and product category there. same things I want to add in quotation pivot table how can I add?
That is not really possible, because the BI (Business Intelligence) reports (you called it "sale analysis" in your question) are actually transformed data with sales order LINES as base. And the pivot of sales order are based on sales order. You don't have product and product category information, because you have a one to many relation to order lines where this information is belonging to. It's only working the other way around (lines information -> order information).
So the solution is probably extending sale analysis (i think the model is sale.report) with every other thing you're missing there instead of changing the pivot of sales orders.
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
There is a field called "Total cost" for each Group(which is Dept in this case).I have summed up the individual values of this field "Total Cost" in the group footer for each group, which give me aggregate total cost of each group at the group footer .Now I want to summarize the report with just Dept name i.e group name and the aggregate total (sum of total cost field of that group) in the report.
Could anyone please furnish some sample code?
Thanks in advance.
I believe what you want is group summary in report footer i.e. you want to display all department names along with total cost for the department at the end of report - right? AFAIK, only way to achieve this would be to use a sub-report in the report footer.
You may use the same query/dataset for your sub-report, have same group(s) but no details section, only group summary fields and no page-breaks on groups. Alternate way is to use different query that would give the summarized output (i.e. grouping at database level).