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  1. #1
    aparnawangu is offline Advanced Beginner
    Windows 7 32bit Access 2007
    Join Date
    Jul 2015
    Posts
    40

    Query to calculate conversion percentage

    Hi All,
    I am working with an enquiry database and want to know that how many enquiries got converted from the total enquiries?

    Secondary the enquiries are divided into cold,warm and hot categories.So if eg 100 enquiries in total and out of 100 30 enquiries were cold so overall conversion percentage will be less but if i will take rest 70 hot enquiries then the conversion rate should be higher.

    Pls guide me for the query.


    Regards
    Aparna

  2. #2
    rpeare is offline VIP
    Windows XP Access 2003
    Join Date
    Jul 2011
    Posts
    5,442
    If you have a formula you can follow you can do this in an aggregate query.

    Make an aggregate query, use the COUNT option (TOTALS line in the query design view) on the primary key field
    Add criteria using the WHERE clause (i.e. between two dates, for a specific customer, etc)
    Then add formulas like
    HotEnq: iif([category] = 'hot', 1, 0) (make this a SUM in the TOTALS line)
    WarmEnq: iif([category] = 'warm', 1, 0) (make this a SUM in the TOTALS line)

    Then to calculate the percentage you can either do it in the query or on a report/form with

    HotPct: sum(iif([category] = 'hot', 1, 0))/count([PK field]) - Make this an EXPRESSION in the TOTALS line of the query design.

  3. #3
    aparnawangu is offline Advanced Beginner
    Windows 7 32bit Access 2007
    Join Date
    Jul 2015
    Posts
    40
    Hi
    I am not able to understand the above mentioned formulas .Pls can you draft them in a layman manneras i am new to access.

    Thnks
    Aparna

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