So, as it stands I’ve got
Account numbers. Contact methods. And number of times that contact has been made.
Each account number is listed to show a main contact method of ‘multiple’ if they have used more than one contact method by doing a ‘count of contact method’ calculation, then an if statement:
CALC 1: IF [Count of MCM] >1 then “Multiple” else ATTR ([Main Contact Method]) END
Then there’s an over/under calculation for total contacts of:
CALC 2: IF SUM([Total Contacts]) >5 THEN “above” else “below” end
then an if calculation to bring these together to give each account number a type of contact so:
CALC 3: IF [Calc 1] = “Multiple” and [Calc 2] = “above” then “serial” etc.
All of this works. The issue is it’s not letting me do any subtotals or cut the data with e.g. the count of account numbers. I guess I need to do a fixed LoD expression at some point during the calculations but it keeps bringing through errors about using fixed expressions on aggregated data. Anyone got any ideas?
