How to Combine 2 DataSets to a Filtered Count/Aggregated DataSet with different colums

user02364

TLDR: This is a complicated dataset (for me) that I am trying to build. Basically, I am taking data from two datasets, with different columns, aggregating them to columns that is listed correctly in rows... If that makes sense. I need help going about it the right way.

 

Enviroment:

Below is sample data I have and what I am trying to build from it... so you have an idea of what I am working with.

Input DataSet 1:

 

DateA:	DateB:	Employee:	Sales Stage:
3/3/2018	3/5/2018	John Doe	Closed Won
3/25/2018	3/27/2018	Jayne Doe	Closed Lost
3/16/2018	3/18/2018	John Doe	Closed Won
4/1/2018	4/5/2018	John Doe	Closed Won
4/15/2018	4/17/2018	Jayne Doe	Closed Lost
4/20/2018	4/21/2018	Jayne Doe	Closed Won

 

Input DataSet 2:

 

DateC:	Employee:	Comm Structure:	Sales:
3/31/2018	John Doe	Consultant	100
3/31/2018	Jayne Doe	Coach	200
4/30/2018	John Doe	Consultant	300
4/30/2018	Jayne Doe	Coach	350

 

Please note that the 'Input DataSet 2' entires listed are monthly summery stats. Each employee will have one entry for the month (the date is just listed as the 'last day of the month').

 

Output DataSet (What I am trying to achieve):

 

Date:	Employee:	Comm Structure:	Sales:	Total Ops:	Ops Won:	Avg Op Sales:	Avg Op Sales Won:
3-2018	John Doe	Consultant	100	2	2	50	50
3-2018	Jayne Doe	Coach	200	1	0	200	0
4-2018	John Doe	Consultant	300	1	1	300	300
4-2018	Jayne Doe	Coach	350	2	1	175	350

 

What I currently have setup is using a dataflow to append the rows together with all columns from both tables. I then have calculated field(s) via 'Beast Mode' to 'Count' the 'Closed Lost' and 'Closed Won' sales stages. I am having a hard time using the count function by grouping the months together, but also inserting it on the same row as the summery entry for that specific month and employee. Below is what I currently got:

 

CASE WHEN DATE_FORMAT(`DateB`,'%M %Y') = DATE_FORMAT(`DateC`,'%M %Y') THEN
 COUNT(`Sales Stage`)
END

 

Once I get the counts inserted correctly in the row, I can get the averages from there.

 

Question:

Am I going about this all wrong? I have been working on this for a couple days, but I am getting no where. Should I be filtering/agregatting the data with the options availible in the dataflow first? Any direction on how I may accomplish this would be appreciated.