I am trying to pull a list of constituents who have purchased 3 or more productions out of 9 specific productions. These need to be PAID orders, not comps of any kind. These constituents can have ANY combination grouping of 3 of the 9 productions. Any help is appreciated. This is cross posted in other forums as well.
For Example, out of the multiple possibilities of 9 productions, I would want to see a constituent record with purchases to production 1, 4, and 9; or 2, 3, and 7, etc.
Hi, Marie:
If you can’t get someone to program this for you using SQL or otherwise do this in T-Stats (which I don’t use often enough to help with), you can do this with Tessitura lists and Excel.
· Create nine separate lists—one for each production—of people who paid.
· Run each list through any report that lets you save it to Excel with at least the customer_no field.
· Create a column in Excel, for each list, giving the production name.
· Paste the nine lists into one Excel sheet and sort by customer_no.
· Go to the Data tab in Excel and select Subtotal.
· At each change in: customer_no
· Use function: count
· Add subtotal to: production
This should give you a count of productions for each customer_no.
Here’s what it should look like (only, your file should be a bit longer):
customer_no
production
123
production1
production2
production3
123 Count
3
456
production6
456 Count
2
789
production7
789 Count
4
Grand Count
9
If you need to get data back into Tessitura, you can manipulate Excel by collapsing the subtotals so that you see only the counts:
Select and copy, then go to the Home tab in Excel:
· Find & Select
· Go to Special
· Visible cells only (radio button)
· OK
Instead of one big “marching ants” line around your data, you’ll have a separate copy line for each line of visible data. Paste that onto a new sheet. In the file I show here, the Grand Count is on line 14 of Sheet1 and line 5 of Sheet2 (the data lines are not there).
Do a find-and-replace for “ Count” (a space followed by the word) and replace with nothing. You’ll be left with your customer numbers and a count of productions:
Grand
You can sort that, save as a csv file, and import the customer numbers you need back into Tessitura.
Lucie
Brilliant. The sheet is still crunching the subtotal results. But this appears to be the only viable option thus far. Thanks