Customer Salesman Frequency Planner

[Kuldeepmathur]

Hi All,

How can I set a monthly Planner for each Sales Person, from Month of January 2015 to March 2016. Just want to have Dataset Like this 

Salesperson Id  Month year Customer Id Frequency 

Month Year column is a column which we need to create(From Jan15-March2016) and use both History Table & Current Table and try to find out what is the Max Date Data available for that particular month.

Thanks 

[danilang · Accepted solution]

hi @Kuldeepmathur 

here's a workflow that's spits out frequencies grouped on Sales_id, month year, and Cust_id.  Note that the workflow uses that created_date for all data and the 2 databases are in the same directory as the workflow