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Help needed with select dates logic

Hi

I have the following files. The goal is the following: if I select the Fiscal Year 2015 I need the count of promoters, passives and detractors using only the latest event for each of the client (many clients could have 2 or 3 close dates, I need to count using only the latest). But, then if I select May for example, I need to perform the same count but only for the events that close in that period of time (for example from Nov until May) using again, the max event for each of the clients.

Any help will be really appreciated.

Thanks and regards,

1 Solution

Accepted Solutions
effinty2112
Master
Master

Hi Sergio,

The easiest way to get this is to manipulate the data in the script in the steps:

1/ Make temp table of clients and latest dates

2/Left Keep , Load Data

3/ Drop temp table

This is done in the attached file

View solution in original post

2 Replies
Gysbert_Wassenaar
Partner - Champion III
Partner - Champion III

Can you tell me what the result should be for client_id2 values 120, 176 and 3004?


talk is cheap, supply exceeds demand
effinty2112
Master
Master

Hi Sergio,

The easiest way to get this is to manipulate the data in the script in the steps:

1/ Make temp table of clients and latest dates

2/Left Keep , Load Data

3/ Drop temp table

This is done in the attached file