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  • 1.  Get count of active customers for 2017, 2018, 2019

    Posted 01-02-2020 15:43
    My customer is asking for a count of active ( those with sales >0 ) for each of 2017, 2018, 2019

    Have you found an easy way to do this? This seems like it should be simple ( and maybe it is an I'm missing something ).

    1. I create three variables ( 2017-sales, 2018-sales and 2019-sales)
    2. I test for each customer whether the sales reported from customer sales history have FYE  and if so I put the value into the formula. If not I set the value to zero
    3. Then I group on customer and subtotal the three variables
    4. This works fine for creating a nice three-year chart of sales by customer

    Where I'm stuck is getting a count of the number of those summarized sales that are 0

     Running totals hasn't worked and I'm not seeing any workaround despite Googling  like crazy

    Has anyone run into this and found a resolution?

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    Wayne Schulz - Schulz Consulting - 860-516-8990
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  • 2.  RE: Get count of active customers for 2017, 2018, 2019

    Posted 01-02-2020 15:46
    Can you just run the Customer Sales Analysis 3 times, once for each year, selecting YTD > 0?  It has a customer count at the bottom.

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    Beth Bowers
    Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
    Beth Bowers
    269-445-1625
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  • 3.  RE: Get count of active customers for 2017, 2018, 2019

    Posted 01-02-2020 16:24
    Good idea! They asked for them all in Excel so I wound up giving total sales by the customer but getting down to the actual count of customers with no sales was giving me problems.

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    Wayne Schulz - Schulz Consulting - 860-516-8990
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  • 4.  RE: Get count of active customers for 2017, 2018, 2019

    Posted 01-02-2020 20:18
    Being a fan of pivot tables, I would just dump the AR History Header data, then pivot on the year.

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    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
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