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Hello, I would like to create field in the script that shows how long the Sales Rep has been active. I'd like to be able to pull it in as a filter called Tenure that has options in increments of half years 0.5, 1, 1.5 etc. Allowing an individual to select sales reps that have been active for a certain amount of time easily.
Is there a way to calculate a number for each sales rep that takes todays date less the date of their first appointment and round it to the half year?
My script has the following data in it that I believe would be necessary.
Appointments:
LOAD DISTINCT
AppointmentId,
AppointmentDate,
SalesRepName,
Thanks!
Kyle
TODAY() - AppointmentDate will give you the number of days
then the CLASS() function can be used to group them
Thanks for the response Andrew but I need it to be the minimum AppointmentDate specific to a SalesRepName. Any suggestions?
[SalesRepDates]:
LOAD
SalesRepName,
FirstAppointmentDate,
CLASS(FLOOR(TODAY() - FirstAppointmentDate)/365,0.5) AS DaysSinceFirstAppointmentGroups;
LOAD
SalesRepName,
MIN(AppointmentDate) AS FirstAppointmentDate
FROM <YourDataSource>
GROUP BY
SalesRepName;
Afraid it assumes a 365 day year in every case.
FLOOR will remove the time fraction from your date - just in case its in there
CLASS groups the result into 0.5 increments.
Thanks Andrew! I am still missing something I am assuming is really easy. I keep getting an invalid path error when I put this in. Any idea what could cause that? I have that EnabledDB_Reporting source in multiple locations in my script already.
[SalesRepDates]:
LOAD
SalesRepName,
FirstAppointmentDate,
CLASS(FLOOR(TODAY() - FirstAppointmentDate)/365,0.5) AS DaysSinceFirstAppointmentGroups;
LOAD
SalesRepName,
MIN(AppointmentDate) AS FirstAppointmentDate
FROM "EnabledDB_Reporting".Reporting.Appointments
GROUP BY
SalesRepName;