Can you attach fake data set and expected result from it?
From what i understand,
1. You have 3 ids, First_account_id, SECOND_id and THIRD_id
2. You want to count the distinct SECOND_id group by distinct First_account_id
3. You also want the sum of num_calls across the First_account_id
4. Condition - num_calls > 0 and SECOND_id = THIRD_id
Step 1: Pull First_account_id in the rows, change measure from the drop down to Count(distinct)
Step 2: Pull SECOND_is next to First_account_id and again change measure to Count(distinct)
Step 3: Drag num_calls to Text marks card and change measure to Sum
Step 4: Pull num_calls to Filter shelf and set > 0
Step 5: Create a calculated field with the definition: SECOND_id = THIRD_id. Pull it to the Filters shelf and select True option
You should have your solution. In case you don't, reply to this thread. BTW, sharing the workbook will be a great help.
Please mark this as correct answer if it solves your issue.
Giving it a try. All these records qualify by date, some qualify by status, any FIRST id is fine, and summing calls is just that, but the requesters want to know how many times in the data set that the SECOND id = THIRD id. In this, the result would be 4 and we would know that because we were able to identify when SECOND = THIRD
FIRST_account_id SECOND_id THIRD_id num_calls record_date status A12B34C56 1357246 8765432 10 1/1/2018 200 A12B34C57 1357247 1357247 37 10/2/2017 200 data in results for SECOND_id = THIRD_id A12B34C58 1357248 8765434 400 1/3/2018 200 A12B34C59 1357249 8765435 90,000 1/4/2018 200 A12B34C60 1357250 1357250 8754 8/7/2108 200 data in results for SECOND_id = THIRD_id A12B34C61 1357251 8765437 390 1/6/2018 500 A12B34C62 1357252 8765438 56 1/7/2018 200 A12B34C63 1357253 8765439 20 1/8/2018 200 A12B34C64 1357254 1357254 70 4/3/2018 200 data in results for SECOND_id = THIRD_id A12B34C65 1357255 8765441 54,000 1/10/2018 500 A12B34C66 1357256 8765442 589 1/11/2018 200 A12B34C67 1357257 8765443 1,742 1/12/2018 200 A12B34C68 1357258 1357258 1,954 12/15/2017 200 data in results for SECOND_id = THIRD_id A12B34C69 1357259 8765445 873 1/14/2018 200
None of these got the right answer compared to the SQL query. Since I cannot share the real data, though, I'm going to call this closed. There are some clues I can include in my search for the right result. Thanks much for those clues.
Was not 4 correct for what you shared??
It works with the sample data, but does not work in the larger query I am trying to execute. I cannot share the real data so, as I said, it does not get me the result but it does give me clues to perhaps figure it out. Thanks