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How to calculate total activity by owner by week in GI

  • September 18, 2024
  • 3 replies
  • 79 views

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Hello,

I need to find the total number of calls performed by person by week in GI. I have added the following fields in grouping. Is Count the right function to be using? 

 

Best answer by Laura03

Hi,

I think you want to Count the NoteId identifier, not Sum it, to arrive at # of Call Activities per employee per week.

 

There is a field that records Week # in Timecard Activities.

Laura

3 replies

Laura03
Captain II
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  • Captain II
  • September 18, 2024

Hello,

To count # of calls by Owner by Week, I think you need to

  1. Group by Week, then Owner and
  1. Sum on the Key field for an Activity, which I think is the Note ID.

Laura


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  • Author
  • Semi-Pro III
  • September 18, 2024

@Laura02 I was not able to use the SUM function for NoteID because it is a unique identifier not a number. 

Also, when you say group by Week, do you mean under the grouping tab or with functions? I don’t see Week as an option.

Thanks!


Laura03
Captain II
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  • Captain II
  • Answer
  • September 18, 2024

Hi,

I think you want to Count the NoteId identifier, not Sum it, to arrive at # of Call Activities per employee per week.

 

There is a field that records Week # in Timecard Activities.

Laura