Filters: Using Range + Needing Further Filter Criteria

Filters: Using Range + Needing Further Filter Criteria

Hello,

Yesterday I had to use a combination of Zoho and Excel, and I am hoping that there is a way to do all of the following in Zoho. Here is an overview of the report needed and my process:
  • The ask: 
  •       1. GROSS revenue of > $10/month each month: 
                a. From Jan-Jun 2016: 6 months total. What's the number of unique segments, with above condition of gross revenue.  
                b. Same as "a." for Apr-Jun 2016: 3 months total.  
  • My Solution (via Zoho + Excel):
  •       Zoho: Used the Range Filter to pull segments with a spend > $10 per month then exported to excel.
  •       Why I used Excel:
  •              Zoho was populating segments within the time frame for ANY month that had a spend > $10 vs. the segments that had a spend > $10 for EVERY month within the given time. In excel, I used Subtotal+Count and then had to filter by segments that showed up 6 times (Jan-Jun) and 3 times (Apr-Jun).
  •              After that,  I needed the revenue per unique segment, so I had to use SUMIF in excel for this. 
Please let me know if we should set up a call to go over this request. We value Zoho Reports, but would like to streamline the back and forth between Zoho and Excel.

Thanks,
Allison

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