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SUBMIT YOUR IDEANice refresh of batch macros.
My solution was perhaps not quite as elegant as the offical solution using the action to update a single text input within the macro, but it got me there.
Did it both with and without the batch macro - hint - if you can run all of them without the batch, you have 99% of the structure of the batch macro
I am also confused about why retention rate would have closed account number as the numerator, but I built my macro as the challenge requested anyway. I found a little issue with the solution's formula for determining the open accounts. It uses [Close Date] > [Start of Month] date as part of the criteria. I think it should be >= instead. If an account is open on 5/30 and closed on 6/1, it should still be considered as open in Jun even if it's a partial day.
The question is what to inside and outside the macro. Anyone have a reasoning that makes sense?
In the event I decided that the macro would take a list of months (not dates) to filter on the control parameter and the open/close data pairs on the input. It returns the #of accounts at the beginning of each month as well as the number of accounts created during the month. I calculate the % in the calling workflow. Here is the macro:
and the workflow: