Adding Rows to Show Changes between to Year Periods
Hello I have a table of data (sample attached) that includes three elements - Employee ID, Department and Year_Period. What I am looking to do is have a process that looks between the Year_Period and creates records that are categorized as noted in the Action column. The conditions for each Action are noted in the table below. I know I have to utilize peek and previous functions and possibly some temp tables but could use some assistance setting it up. Any help is much appreciated it.
Order
Condition 1
Condition 2
Condition 3
Condition 4
Action
1
EmployeeID NOT in previous Year_Period
N/A
EmployeeID NOT in next Year_Period
N/A
Gain/Loss
2
EmployeeID IS in previous Year_Period
EmployeeID+Dept NOT in previous Year_Period
EmployeeID NOT in next Year_Period
N/A
Transfer In/Loss
3
EmployeeID IS in previous Year_Period
EmployeeID+Dept IS in previous Year_Period
EmployeeID NOT in next Year_Period
N/A
Loss
4
EmployeeID NOT in previous Year_Period
N/A
EmployeeID IS in next Year_Period
EmployeeID+Dept NOT in next Year_Period
Gain/Transfer Out
5
EmployeeID NOT in previous Year_Period
N/A
EmployeeID IS in next Year_Period
EmployeeID+Dept IS in next Year_Period
Gain
6
EmployeeID IS in previous Year_Period
EmployeeID+Dept NOT in previous Year_Period
EmployeeID IS in next Year_Period
EmployeeID+Dept NOT in next Year_Period
Transfer In/Transfer Out
7
EmployeeID IS in previous Year_Period
EmployeeID+Dept NOT in previous Year_Period
EmployeeID IS in next Year_Period
EmployeeID+Dept IS in next Year_Period
Transfer In
8
EmployeeID IS in previous Year_Period
EmployeeID+Dept IS in previous Year_Period
EmployeeID IS in next Year_Period
EmployeeID+Dept NOT in next Year_Period
Transfer Out
Else
N/A
Here is what I have done so far...
Main: LOAD "Employee ID", //Key 1 for Gain/Loss Department, "Employee ID"&'-'&Department as TransferKey, //Create Key2 for Transfer In/Out Year_Period FROM [lib://Global_Finance_BIFileshare/Non-Application Related/Sample Data.xlsx] (ooxml, embedded labels, table is Data);
//load distinct Employee IDs by Year_Period from resident to utilize //ordering to enable peek/previous Employee ID from one Year_Period to the next
Key1: load Distinct "Employee ID", Year_Period Resident Main order by "Employee ID", Year_Period;
//load distinct TransferKey by Year_Period from resident to utilize //ordering to enable peek/previous TransferKey from one Year_Period to the next
Key2: Load Distinct TransferKey, Year_Period Resident Main order by TransferKey, Year_Period;