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greg_buron
Contributor
Contributor

Need help creating a visualization to show which reps are assigned to each customer

Hi,

I need help creating a visualization showing the count of service reps assigned to each customer as well as being able to show which reps.

I have a table containing one column “customer name” and then several other columns showing service reps related to that client. See below

Customer Name

Service Rep 1 (Tom)

Service rep 2 (Dick)

Service Rep 3 (Harry)

Service Rep 4 (Michael)

Service Rep 5 (Scott)

Service Rep 6 (Dwight)

McDonalds

x

x

x

Burger King

x

x

x

Wendy’s

x

X

Ideally would like to select a customer (ex. McDonalds) and be able to see that it has 3 reps and be able to see that they are Tom, Michael, and Scott.

I was thinking to just do a chart and show a yes now but in my actual data i have much more then was

Appreciate any advice on how to display this.

2 Replies
vishsaggi
Champion III
Champion III

You can use Pivot table. And can you share some sample data to look into?

vishsaggi
Champion III
Champion III

Did you try with Pivot? Did it work?