0 Replies Latest reply on Oct 25, 2018 10:11 AM by Jeremy Collins

    Help with Sum and Count IF Calculation

    Jeremy Collins

      HI,

      I have two events (CIO & CEO) with invite responses (Accept, No Response, Regret, Cancel) over 3 years (2016, 2017, 2018).

      This data looks like this in my Excel that is linked to Tableau...

      Company Name     Event     Year     Response

      Acme                      CIO        2015     Accept

      BMORG                  CEO      2018     Decline

       

      What I want to do is calculate how many times a company has accepted CIO event over the 3 years.

      Likewise, I want to calculate how many times a company has accepted the CEO event over the 3 years.

      But also I want to calculate how many times a company did not accept (Cancel, Decline, or No Response) CIO or CEO event over the 3 years.

       

      I have revenue data associated with these accounts, and ultimately I'd like to see if those who frequently attend our events have stronger revenues with our company, or at least stronger than those companies who don't attend our event.

       

      Your help is greatly appreciated.

      JC