Hi all,
I have a module, which is dimensioned by Txn, and within this module, I have a few columns where I can assign owners.
Txn Assignment Module:
Parent Account Name | Oppy ID | TXN Name | SOL Terr | SOL Terr 2 | SOL Terr 3 |
---|
BMO | 111 | 1 | Loner's Territory | | |
BMO | 111 | 2 | | Loner's Territory | |
BMO | 112 | 3 | | | Loner's Territory |
I want to create a report dimensioned by Owner that provide me with below information using this assignment module: Count of Txn, Count of Oppy ID, Count of Parent Account (like the table below)
Owner | Count of Txn | Count of OppyID | Count of Parent Account |
---|
Loner's Territory | | | |
However, I anticipate to encounter below errors:
For Loner'sTerritory | | |
---|
Count of Txn = | TXN 1+2+3 | Correct |
Count of OppID= | 3 ( but should be 2 as it's 111 and 112) | Wrong |
Count of Parent Account= | 3 (but should be 1 as it's BMO) | Wrong |
I can think of a fix by introducing 2 import actions: 1 for OppyID_Owner Flat list which will dedupe automatically at the Owner level, 1 for Parent Account_Owner Flat list, which will also automatically dedupe at the Owner level. But this is a high traffic report, and I have close to 40 assignment columns, and it will take awhile for the action to run and all users will see "Model is Busy" whenever someone applies customized filter and run the action to snapshot the 2 flat lists.
I also thought of creating a table dimensioned by Txn x Owner (w/ or w/o User list), but it's too big and not practical.
Can someone think of a way where I can solve for the deduping problem at the Owner level without import actions?