I'm trying to create a conditional join, but haven't difficulty setting this up in Qlik Sense.
I need the match between two criterias
Customer ID to Customer ID
Bill date to >= Account owner by month
I need to make sure that the $100 billed in January is linked to the sales person 2, as they were the owner in January and that the $200 gets linked to the sales person 1 as they were the owner in Aug 2017.
I would do this in a multi-step process
1. Left join your two tables based on customer ID into a Temp Table.
2. Reload your temp table into a new table with a Where clause that confirms that the Bill date to >= Account owner by month
3. Drop your temp table.
Remember to use NoConcatenate between your table loads to stop all your data disapppearing.
Hope this helps