Hey Guys,
I'm being driven nuts trying to achieve what sounds like a simple task but I just can't seem to get the data right to graph this properly. Essentially, I'm looking to produce a document which shows us:
- How many Accounts each user owns (just a sum is fine)
- How many Accounts have Opportunities (just a sum of opportunities owned by user is fine, the possibility that more than one opportunity are linked to the same account is negligible)
[Ideally the "Accounts owned" could be further filtered to "Accounts owned with category set to Buyer" but that should be relatively simple)
NOTE: Exporting just Opportunities and including the parent account isn't sufficient as it won't include Accounts that don't have matching opportunities.
I have no preference as to whether this is done via an advanced search or an excel export but I would rather avoid an SSRS as we would need to get someone to tailor that for us.
I can export the Accounts and Opportunities to Pivot Tables and combine both the data tables into an excel file until I have the following pivot tables:
Pivot Table 1
User | Accounts
Alex | 120
Bob | 100
Carl | 20
Pivot Table 2
User | Opportunities
Alex | 10
Bob | 99
[Note - Carl has no opportunities and doesn't exist in this table]
but I can't manage something as "simple" as combining them into one set of info which displays:
User | Accounts | Opportunities
Alex | 120 | 10
Bob | 100 | 99
Carl | 20 | 0
Now if I copied the values as static it would be easy, but I'm hoping to keep it dynamic for weekly reporting and furthermore not ALL users have accounts, new users may come and leave, etc. The ability to also filter in/out more or less info as we go would be greatly useful.
Any ideas?