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author's profile photo Former Member
Former Member

Identifying using a variable?

I'm building a report showing client movement through certain teams during a period and would like some advice on the following:

I've reported on all clients moving through any team in my organisation during the period, and filtered in (using the Team field) those who have moved only between the 4 teams that I need to analyse.

For each client in my report, I need to see their ID, Name, Team, and Start Date (which is already running on a "minimum" variable from a previous report). Where a client has moved between multiple teams during the report period, I am returning multiple rows per client.

e.g.

Client ID Client Name Team Min Start

1111 John A 01/01/2000

1111 John B 31/01/2000

2222 Jane B 01/02/2000

2222 Jane A 31/02/2000

3333 Jim A 01/03/2000

What I need is to identify those clients who move from team A to B during the period (e.g. John), and exclude those who move from B to A (e.g. Jane) in the same period. (I am only interested in movement into the teams and not out of them).

Do I need to find a way to group by client ID here, or can I do it by somehow merging the rows together? I'd like a formula that can help me out - are you able to advise?

Thanks,

Sarah.

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1 Answer

  • author's profile photo Former Member
    Former Member
    Posted on Jun 18, 2008 at 09:37 PM

    Hi Sarah,

    Some clarifications:

    1. What will be the prompt that will be setup of this report?

    > Destination Team

    > From Date

    > End Date

    2. What is your Data Provider?

    3. If you Data Provider is a Universe, can you give a sample ERD where the data will be coming from.

    Laurence Resubal

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