You Asked, We Answered: Matching Customers to Channel

By Jill King

November 20, 2013

In our series “You Asked, We Answered” we address questions that pop up often on our Community page. Question: I have my actuals data populated by customer but I want to summarize this by channel in another module. I have assigned the channel to each customer as a property on the list. How can I summarize this by channel? Answer: You can link to the module with your customer data and then use the SUM function on the property to summarize by channel. It would like something like this: Customer Module.Data[SUM: Customer List.Channel Property].

Jill King

Jill King, President and CEO at Twelve Consulting Group Jill has 9+ years leading Accounting and Finance initiatives within large enterprises including United Health Group, CarVal Investors and UBS Global Asset Management. Jill is an expert in building automated and efficient financial models across a broad set of use cases.

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