Hi. I have played around with summarizing simple data then trying to transpose and cross tab to replicate an Excel report the customer wants to see displayed.
My end goal is to try to replicate this view (note that each day generates 6 columns so I changed color to make that obvious):
| | 8/24/2022 | 8/24/2022 | 8/24/2022 | 8/24/2022 | 8/24/2022 | 8/24/2022 | 8/23/2022 | 8/23/2022 | 8/23/2022 | 8/23/2022 | 8/23/2022 | 8/23/2022 |
| Remaining Time | Carl - Orders | Carl - Sales | Nancy - Orders | Nancy - Sales | Sam - Orders | Sam - Sales | Carl - Orders | Carl - Sales | Nancy - Orders | Nancy - Sales | Sam - Orders | Sam - Sales |
| 16 to 30 Days | | | | | | | | | | | 1 | 2599.88 |
| 31 to 60 Days | 4 | 1300.9 | | | 8 | 3894.62 | 3 | 806.94 | | | 8 | 3704.74 |
| 8 to 15 Days | | | | | 1 | 0 | | | | | 1 | 0 |
| More than 60 Days | 14 | 31549.45 | 4 | 46905.54 | 39 | 170587.8 | 10 | 30253.19 | 4 | 46905.54 | 44 | 149542.3 |
| Past 31 to 60 Days | | | | | 1 | 0 | | | | | 1 | 0 |
| Past 60 Days | | | | | 3 | 0 | | | | | 3 | 0 |
| TBD | | | | | 19 | | | | | | 24 | |
| Under 7 Days | 1 | 0 | | | | | 1 | 0 | | | | |
I have to bring in each daily report so the "yesterday's report" input file will actually be an xydb file that another workflow I have sends the data. Now I need to summarize it in side by side columns by day with the owner's name in the column headers. I am genuinely stuck on approaches to move on. Attaching a partial workflow to get the data at least loaded. I know that I need to union or join the data too. I can do that... but not sure to do it before or after I figure out the transposing/crosstab. Also, I need to show the new dates at the left of the view (descending dates).
Thanks for the input.
