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Advanced exports using crosstab in Microsoft Excel

 

Thanks to the CSV export functionality available in the iAdvize administration, you can easily cross-reference data using pivot table in Excel.
 
Once you performed your export from the data table section, import the .csv file in Excel.
 
For more information on the export functionality, we invite you to consult the article Export my reports in .csv format”
 
Thanks to the Convert text to columns” functionality in Excel, you can create a pivot table. Pivot table helps you to aggregate figures from raw data based on one or several dimensions (for example by agents or by targeting rules) by drag & dropping fields.
 
Tips: Excel allows you to easily create a pivot table through the menu Insertion”, and then Pivot table”. We invite you to visit the following article from the Microsoft support website for more information:
 
 
Example of cross-reference data based on an export
 
Compare contact types per targeting rule 
 
1- Export conversations data in CSV format and import the file in Excel using the text to column” functionality
2- In Excel, select the data and click on Pivot table (“Insertion” menu). Then, click OK.
3- Drag & drop the field ID contact” in values. Then, click on the i” icon next to Sum of ID contacts”. SelectCount” in order that Excel counts the number of contact IDs (instead of summing the contact IDs). You can also rename the field Contact Number” if you want. Then, click OK.
4- Lastly, drag & drop the fields targeting rule” and contact type” in rows.
 
Get the number of conversations, the number of transactions or the turnover generater per agent 
 
1- Export conversations data in CSV format and import the file in Excel using the text to column” functionality
Be careful: if your Excel is set up in French, you will have to click on Advanced” during the conversion to put the dot as decimal separator
 
 
2- In Excel, select the data and click on Pivot table (“Insertion” menu). Then, click OK.
 
3- Drag & drop the field Agent” in rows.
3- Drag & drop the field Contact ID” in values. Then, click on the i” icon next to Sum of ID contacts”. SelectCount” in order that Excel counts the number of contact IDs (instead of summing the contact IDs). You can also rename the field Contact Number” if you want. Then, click OK.
4- Drag & drop the field Transaction ID” in values. Then, click on the i” icon next to Sum of Transaction ID”. Select Count” in order that Excel counts the number of transaction IDs (instead of summing the transaction IDs). You can also rename the field Transaction Number” if you want. Then, click OK. 
5- Lastly, drag & drop the Turnover” field in values. 

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