2 Replies Latest reply on Apr 2, 2018 11:27 AM by Anthony Gomez


    Anthony Gomez

      Running into an issue where I have legitimate duplicates but only want to show the data once.  How can I set up a flag or hierarchy to eliminate items from showing up in more than one segment?


      Example revised to reflect sample data set:

      Acct #50 has 2 Plans (Old Adv AM & New Adv AM) but is listed 3 times as they took the Promo Offer on their Old Adv Plan during the time frame analyzed resulting in the Old Adv Plan showing up twice - once w the Promo and once w/o the Promo.


      How can I make this Acct default to one Plan (either Old Adv or New Adv) and Promo Status (Take/Didn't Take) so when I look at an aggregate view this Acct does not show up multiple times?