I am working with Community Benchmark to analyze monthly sales data. I need help pulling a report that shows how many transactions we had that include a bottle in it. Not transactions that were only tasting fees.
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Community Benchmark has an integration with WineDirect. Perhaps ask them to get it hooked up so you don’t have to do so?
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There are a variety of ways to approach this depending on if you used departments and sub-departments.
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One way would be…
- Run an Order Detail Report
- Filter out just Wine items
- Run an advanced filter or pivot table to count the unique order numbers