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Thanks very much for the offer, I am running version 2019.2
FYI, I am trying to produce a Salesperson performance report showing key metrics for 2019 YTD vs 2018 YTD. I need to do the report monthly and for circa 20 Branch (aka Entity) and Department combinations. Each Salesperson is unique to one Branch/Department combo
I have attached a workflow with 2 'Text Input' tools. One is for May and one for June.
I have set it up so there were 2 SP in May (John Smith & Mary Lee). Mary Lee then left at the end of May & Sally Shore joined at the start of June.
I have also attached an excel workbook with 2 tabs, one for May & one for June. I have set out the full report as I want it so you know what my end-goal is, but it includes GP per unit, which I haven't included data for it in the Alteryx workflow.