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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