A Linchpin's Journey

REGEXP_COUNT is quite interesting, especially when you combine it with NS_CONCAT. Doing so will allow you to count the number of elements in the NS_CONCAT results, allowing for further flexibility to your searches. Further, you can perform mathematical operations between multiple REGEXP_COUNT expressions. You'd normally think to create a calculated measure in the Analytics Workbook in order to perform this, but it appears there are times when a saved search is all you need. Here's an example: Say you want the search to show each sales rep, and the number of customers they have that are from referrals (marked via referral checkbox in the customer record). Sales orders, and phone calls have the same checkbox, and you want to count these too. To add, you have another checkbox, that indicates if an upsell was offered. The checkbox appears in sales order, call, and task records. Then you'd also want to count each instance the checkbox is marked. Using NS_CONCAT(DISTINCT) will re...

"Coming up" could mean a foreshadowing of events, such as telling you right now that I have been really busy these past few months. "Coming up" could also literally mean an escalation of a phase in life, to which I'm also foreshadowing. So I haven't posted in a while. I've been busy. November through March had been really tough months for our team, especially since there were a lot of code changes that would impact specifically the product area I handled. There were also slow days, where I got to take more time to myself, not really trying to be a linchpin. I didn't help out others as much during those times, as it was not my responsibility, after all. Though I could have, and that would have made a difference. Sometimes I guess you just need some time to breathe. I guess these were also the thoughts of the technical lead, who resigned and left the company on January 1. This was troublesome for the team, as now several people would have to chip in ...

Customizing the standard Campaign Response Summary report has its limits. Meanwhile, you can create a Campaign search, allowing you to add formulas in the criteria, and get much more targeted results. Once you have defined your criteria, head over to the Results tab and simply follow the table below. Field Summary Type Formula Summary Label Recipient Group     Campaign ID Count     Response Detail       Formula (Numeric)...