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greg_buron
New 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
Esteemed Contributor III

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

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

vishsaggi
Esteemed Contributor III

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

Did you try with Pivot? Did it work?