How to create a straight table with flagged fields
This is a little difficult to explain, but I will try my best to articulate what I am looking for. I am looking to filter my results in a straight table to determine if a person has made a transaction within the last 3 months and the last 6 months. I have a field called Period that needs to be evaluated to determine that. I've attached a sample QVW file that will make a lot more sense once you look at it. There is also a straight table that contains the data that is summed for all Periods. So, the current Period value is P9. I also created a variable that has that in it. If a person has Charges for Periods 1-9, then I do not wish to see them in the table. If they have a charge in P1 and then no further charges, I would like to see a flag in the 3 month and 6 month field in the table. If they have charges in P1-P5, then I just want to see a flag in the 3 month field. Here is a screenshot that might make more sense...
Employee
Last Period
3 Month
6 Months
Total Charges
JOE SMITH
P1
x
x
$510.72
BOB JOHNSON
P2
x
x
$109.05
THOMAS DODD
P3
x
x
$645.88
ALEX RIVAS
P4
x
$713.64
CHRIS COLLINS
P5
x
$1,000.42
Let me know if there s any additional information I can provide.
Not quite. For example, A HERNANDEZ ALBARRAN shouldn't be in the result set. The current period is P9 and they made a purchase in P8, so that person should not show up in the list. Only those with no transactions in the last 3 months or greater should show up. Also, ALEX LOPEZ should have an 'X' in 6 months as the last transaction occurred in P1.
ALEX LOPEZ is now correct. I would like to see an'X' in 3 months and 6 months if the last transaction occurred 6 months or more. However, AARON JOEL BITTERMAN should only have an 'X' in 3 months and anyone with a last period of P8 or P7 should not be displayed.
