Displaying Line Item Based on Date Range

Abhishek586

i have a module where i have line items such as client number, agent name, start date, end date and months between end and start date now i have another module where i am using client number as an dimension also time(months) and agent as line item now i want to display the agent name from the first module to this module but based on the the date so supoose the start date is 1/1/2022 and end date is 1/10/2022 so the months between them are 9 so in the op module i want to display the agent in all the 9 months from 1 to 9

Prajjwal88

Hi @Abhishek586 ,

For Showing the Agent name in only the months that lie between start and end date you may use if else statement along with lookup in the formula for agent line item in the final module. You can refer to the solution as stated below,
This is the source module as you mentioned-

Then in the final module with the dimensions you mentioned there must be another mapping line item present which will further be used as mapping for looking up values in the source module (You may import the mapping line item values from the source module itself),

Then in the Final Agent line item for getting the desired ouput you can set up the formula as,

I hope this helps.