10 Replies Latest reply on Jul 25, 2018 9:59 AM by rob place

# Basic calculation using sum of records between two different tables?

I want to show a very simplistic conversion rate between leads created and opportunities. I am not interested in joining the lead and opportunity object simply dividing total number of leads by total number of opportunities.  How do I do this?

For leads, I simply use Sum(number of records) on the lead table and for opportunities, I do sum(number of records) on the opportunity table.

Any help would be much appreciated!

Rob

• ###### 1. Re: Basic calculation using sum of records between two different tables?

So you mean to say no join and no blend between your datasources?

• ###### 2. Re: Basic calculation using sum of records between two different tables?

I am open to anything, what do you have in mind?

• ###### 3. Re: Basic calculation using sum of records between two different tables?

So if you have Full outer join on both the tables, then you would get all data, but in this case the Number of Records may be combined, so what you can do is you can use Count Leads From Lead Table and Count Opportunities from Opps Table and Just Divide.

• ###### 4. Re: Basic calculation using sum of records between two different tables?

Thanks for the reply Deepak. I have quick a bit of work done already...can I safely do a full outer join on both tables or will some of my formulas be compromised?

• ###### 5. Re: Basic calculation using sum of records between two different tables?

Just Create a Copy of your Tables and Join Them to see if that Works

• ###### 6. Re: Basic calculation using sum of records between two different tables?

How do i copy tables and join them?

• ###### 7. Re: Basic calculation using sum of records between two different tables?

Ok In a new workbook, get data from one table and then click add to get data from 2nd table and use full outer join on some common field

• ###### 8. Re: Basic calculation using sum of records between two different tables?

Gotcha.  Unfortunately  sounds like I can't do this with my existing workbook which is very developed.

• ###### 9. Re: Basic calculation using sum of records between two different tables?

Yes True..Could you do it?

• ###### 10. Re: Basic calculation using sum of records between two different tables?

Deepak,

I probably could rebuild at some point.  If I started over and did the full outer join, are there significant risks to creating a project like that?  For instance, I assume if I do this, the file size is going to be massive?  Any other risks I should think about it?

If you were to analyze the database in terms of leads and opportunities, is this how you would do it?