A customer saved search with the following results is easily done using a simple CASE SQL formula:
Status | Total Customers | Territory X | Territory Y | Territory Z |
CUSTOMER-Closed Won | 97 | 60 | 22 | 15 |
LEAD-Undecided | 9 | 4 | 2 | 3 |
PROSPECT-Proposal | 2 | 1 | 1 | 0 |
PROSPECT-Qualified | 12 | 3 | 4 | 5 |
Total | 120 | 87 | 23 | 10 |
To insert columns for a per-line % of Total that gives the below report, a more advanced SQL formula is needed.
Status | Total Customers | Territory X | Territory X | Territory Y | Territory Y | Territory Z | Territory Z |
% of Total | % of Total | % of Total | |||||
CUSTOMER-Closed Won | 97 | 60 | 62% | 22 | 23% | 15 | 15% |
LEAD-Undecided | 9 | 4 | 44% | 2 | 22% | 3 | 33% |
PROSPECT-Proposal | 2 | 1 | 50% | 1 | 50% | 0 | 0% |
PROSPECT-Qualified | 12 | 3 | 25% | 4 | 33% | 5 | 42% |
Total | 120 | 87 | 73% | 23 | 19% | 10 | 8% |
To compute for the per-line % of Total, use the following formula:
Field | Summary Type | Function | Formula |
Formula (Percent) | Maximum | Round to Hundredths | sum(Group Formula)/ nullif(count({internalid}),0) |
To create the sample report:
1. Navigate to Lists > Search > Saved Searches > New.
2. Select Customer.
3. Provide a search title.
4. Under Criteria tab, set the desired filters.
5. Under Results tab, add the following:
Field | Summary Type | Function | Formula |
Status | Group |
|
|
Internal ID | Count |
|
|
Formula (Numeric) | Sum |
| TO_NUMBER(CASE WHEN ({territory}= 'X') THEN 1 ELSE 0 END) |
Formula(Percent) | Maximum | Round to Hundredths | SUM(TO_NUMBER(CASE WHEN ({territory}= 'X') THEN 1 ELSE 0 END))/ NULLIF(COUNT({internalid}),0) |
Formula (Numeric) | Sum |
| TO_NUMBER(CASE WHEN ({territory}= 'Y') THEN 1 ELSE 0 END) |
Formula(Percent) | Maximum | Round to Hundredths | SUM(TO_NUMBER(CASE WHEN ({territory}= 'Y') THEN 1 ELSE 0 END))/ NULLIF(COUNT({internalid}),0) |
Formula (Numeric) | Sum |
| TO_NUMBER(CASE WHEN ({territory}= 'Z') THEN 1 ELSE 0 END) |
Formula(Percent) | Maximum | Round to Hundredths | SUM(TO_NUMBER(CASE WHEN ({territory}= 'Z') THEN 1 ELSE 0 END))/ NULLIF(COUNT({internalid}),0) |
6. Click Save & Run.
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