Working on a saved search to log all the activitie...
# suiteanalytics
k
Working on a saved search to log all the activities and count of these activities per rep. I have achieved the following result so far using
CASE WHEN {type} = 'Event' THEN 1 ELSE 0 END
and summing it, however I'm not getting the right sum on them. can anyone help?
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n
Would count instead of Sum work?
k
not really, that didn't help
what i'm trying to achieve is have a count of different activity type per rep, spread out in a row rather than group them in a column
g
What's not right about the sums you are getting? I recreated the search and it's adding up correctly with my data
k
i'm not sure, a paritcular rep has only two events, in the detailed view i only see 2 events two, but on summing it up, it shows 4
it's weird because other activities like phone call and task are fine, its just not adding up correctly for events
g
Oh, you know what? That's happening to my data too.
k
is it happening for Events only for you as well?
g
Yup
k
literally doubles the sum
weird
g
Very weird.
If you set criteria to "Activity Type" = Event, and add a count summary to the internal ID field, it works. But the Case Statement still does not.
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k
right, but I need all three types in my criteria 😞
g
Some of the duplication seems to be coming from attendees attached the the event.
As well as the Company and Contact on the related records tab. This is just for my data, but perhaps it applies to yours as well.
k
hmm, looks like it automatically adds two atendees, the organizer and the customer.. i manually limited the attendees to 1, but it still doubles up the number of event
removing company from the related tab made a difference... however, i dont see how it would be related in a saved search
however the problem with that is, now I can't find this event under that company
g
Try
CASE WHEN {type} = 'Event' THEN {internalid} ELSE NULL END
as formula numeric, but with summary type of count
k
YESSS! that seems to be the trick
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g
Seems like it's not exclusive to Events, but all activities.
Found a phone call in my results that's behaving the same way. Suggest that format for all three types.
@NSinTX was correct all along!
💯 1
1000 1
k
yup, will do! it still surprises me why SUM didnt work
g
An oddity of NetSuite, for sure. At least there is a workaround!
k
yup!
thank you for your help! 🙂
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