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Customer experience | Sales, Customer Insights,...
Answered

Report that displays the sum multiple field values

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ReportReport
Posted on by 112

Need help creating a report.

I have opportunities and each opportunity can have 3 sales people.

the user want me to produce a report that displays how many opportunities each sales person is associated with.

I'm thinking an SSRS report, but not sure how to 

So for example we have the following opportunities.

opp1 has Sales people:  A, B,C

opp1 has Sales people:  A, B

opp1 has Sales people:  A, B

opp1 has Sales people:  B,C

So they want to see:

Sales person A = 3, B=4, C=2

  • Suggested answer
    Wei Xiong Profile Picture
    Wei Xiong on at
    RE: Report that displays the sum multiple field values

    You may need to find the similar function in SSRS.

  • Bill Hanna Profile Picture
    Bill Hanna 112 on at
    RE: Report that displays the sum multiple field values

    Thanks for the info, but I'm doing this is SSRS using fetchxml.  Is there a way to do it there?

  • Verified answer
    Wei Xiong Profile Picture
    Wei Xiong on at
    RE: Report that displays the sum multiple field values

    What you need is the function like COUNTIF() in Excel.

    For instance, Excel:   count(OPP of A)=COUNTIF(field1, "A").

    In SQL,you can use count( case when ....)

    Example:

    COUNT(CASE WHEN sales people = 'A' THEN 1 END);

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