summing by unique values

[Anonymous]

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.

[v-shex-msft]

HI @Anonymous ,

I'd like some sample data to clarify your data structures and test to coding formula.

How to Get Your Question Answered Quickly

Regards,

Xiaoxin Sheng

[Anonymous]

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.

[v-shex-msft · Accepted solution]

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

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Regards,

Xiaoxin Sheng