Need Help!
I have to create a report that will look at period based on the period input specified. The easiest way that I can think of is a period input file with a start date and end date. Suggestions welcome on any other method. (example a pop up where user specifies start/end date etc)
The main file has many columns but the required fields in the main file are:
Group # Valid From Date Valid To Date Locked?
12344 7-1-2014 6-30-2016 No
12344 7-1-2016 12-31-9999 Yes
56785 1-1-2020 7-31-2020 No
56785 8-1-2020 12-31-9999 Yes
85297 9-1-2020 12-31-9999 No
Valid From will always be the first day of the month and valid To will be the last day of the month.
Locked indicates if the Group # is locked for new customers or not in the period between Valid From - Valid To.
This report will specify how many groups were open for new customers in the month specified.
I would like to create new columns for the months specified in the period input file. Example if period input file said start is July 2020 and end is Sept 2020, new columns would be July 2020, Aug 2020, Sept 2020.
For each column the count should be if the group # is open for new customers in the month. In the above example
July 2020 would show 1 (for 56785)
Aug 2020 would show 0
Sept 2020 would show 1 (for 85297)
How can I accomplish this?