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ZohoAnalytics: Pivot Campaigns vs Contacts

A very quick article of a quick solution but at least a working example of an ANSI-SQL (ZohoSQL) query pivoting campaign results vs contacts.

Simply the client wanted a report on customers on each row and then the campaigns as columns.

What we want:
Contact Name     Lead Source     Campaign 1     Campaign 2     Campaign 3
---------------- --------------- -------------- -------------- --------------
Joel             Google Ads      Accepted       Invited        Sent
Me               Web             Invited        Accepted       Sent
Myself           Walk-In         Accepted       Sent           Invited
  1.  Contact Name     Lead Source     Campaign 1     Campaign 2     Campaign 3 
  2.  ---------------- --------------- -------------- -------------- -------------- 
  3.  Joel             Google Ads      Accepted       Invited        Sent 
  4.  Me               Web             Invited        Accepted       Sent 
  5.  Myself           Walk-In         Accepted       Sent           Invited 
The catch is that our campaign names are in data rows not individual columns.

There may be ways of doing this using the GUI and a "Pivot View" report but I always resort to a query when I get confused with the GUI:

Query 1
Due to the limit of sub-query levels we can go down, I want to join this to the contacts data table. So I'm going to make this first query and save it as "Contacts vs Campaigns Pivot":
			 "Contact Id",
			 "Contact Name",
			 "Campaign Name",
			 "Member Status"
	FROM  "Campaign Members - Contacts" 
) t1
			 MAX(t1."Member Status") 
			 FOR t1."Campaign Name"  IN ( "Campaign 1","Campaign 2","Campaign 3" )
) t2
  1.  SELECT * 
  2.  FROM (    SELECT 
  3.               "Contact Id", 
  4.               "Contact Name", 
  5.               "Campaign Name", 
  6.               "Member Status" 
  7.      FROM  "Campaign Members - Contacts" 
  8.  ) t1 
  9.  PIVOT 
  10.  ( 
  11.               MAX(t1."Member Status") 
  12.               FOR t1."Campaign Name"  in ( "Campaign 1","Campaign 2","Campaign 3" ) 
  13.  ) t2 

The bigger query:
Now create another query (better to refresh the page so that the new table and columns will be available to us):
c."Full Name",
c."Lead Source",
cp."Campaign 1",
cp."Campaign 2",
cp."Campaign 3"
FROM "Contacts" c
LEFT JOIN "Contacts vs Campaigns Pivot" cp ON cp."Contact Id"=c."Id"
  1.  SELECT 
  2.  c."Full Name", 
  3.  c."Lead Source", 
  4.  cp."Campaign 1", 
  5.  cp."Campaign 2", 
  6.  cp."Campaign 3" 
  7.  FROM "Contacts" c 
  8.  LEFT JOIN "Contacts vs Campaigns Pivot" cp ON cp."Contact Id"=c."Id" 

You may have noted a few caveats with this solution:
  • This query needs each campaign name specified to see the results per contact person.
  • You can only use this in another dataset which won't use a sub-query more than 2 levels deep.
  • We're only displaying the maximum value alphabetically found in member status per contact per campaign (should be only 1?)

Category: Zoho :: Article: 842

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Joel Lipman

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