Using SUMX on an IF statement-Call Center Example
One thing I need to be able to estimate is the number of active customer support representatives we have on any given day. I can't use HR or timecard data as I don't have access to it. Another challenge is that some representatives will sometimes be acting as trainers most of a day and we don't want to count them then. I'm going to walk through what my definition of active is, how we set up the data, calculating whether a representative is active on any given day, using SUMX to calculate the number of active reps on any given day, and then a couple of examples of what we can do after we have that formula.
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