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I have a data set that looks like this:
Report Date Unique Key Responsible Person Employee
11/10/2021 abcdef11102021 John J Amy A
11/10/2021 cbcdef11102021 John J Charlie C
11/11/2021 tbcdef11102021 Kim K Tim T
11/12/2021 rbcdef11102021 Dan D Rebecca R
The following statement =IF ([Report Date] = [Max Date], COUNT(DISTINCT([Unique Key]),0) is working normally to roll up all new instances by Employee, but I cannot seem to figure out how to Sum this count by [Responsible Person] in a cross table as a responsible person may have many subordinate employees. Any suggestions?
What would be your expected output for the data set you have shared?
@mcrea22 try this
Aggr(Sum(IF ([Report Date] = [Max Date], COUNT(DISTINCT([Unique Key]),0)),[Responsible Person])
No luck. This returns a null value for the responsible person unless I filter the chart for a specific person and date.
@mcrea22 Can you please provide sample dataset and expected output
If MaxDate = 11/10/2021 I would expect to see the following result in my cross table:
where the employees and their unique keys are nested below their responsible persons
Report Date Responsible Person CountofUniqueKeys
11/10/2021 John J 2
11/11/2021 Kim K 0
11/12/2021 Dan D 0