I have developed an ETL dataflow that outputs our gross margins per job. I have then used this dataflow to create cards that show total gross margins by customer. What I am looking for is to start from this exact same ETL flow but output only customers that have not had invoices in the 2 years prior to current year - so currently, that would be 2019 and 2018.
I've tried to create a new ETL transform with the first transform as input but I can't figure out how to filter out the customers that have had invoices in past 2 years. Is this something that must be done through an SQL transform or is there a way through ETL? I am very weak at SQL and just okay at ETL.
| Sample Input Data | | | | Desired Output Data | | |
| | | | | | | |
| Customer | Job GM | Invoice Date | | Customer | Job GM | Invoice Date |
| Cust1 | 1000 | 01/15/20 | | Cust2 | 500 | 01/08/20 |
| Cust1 | 5000 | 08/31/19 | | Cust2 | 7000 | 12/15/17 |
| Cust1 | 3000 | 06/15/13 | | Cust2 | 7000 | 12/15/17 |
| Cust2 | 500 | 01/08/20 | | Cust3 | 1000 | 12/31/16 |
| Cust2 | 7000 | 12/15/17 | | Cust3 | 5000 | 12/31/16 |
| Cust2 | 7000 | 12/15/17 | | Cust5 | 1000 | 01/01/20 |
| Cust3 | 1000 | 12/31/16 | | | | |
| Cust3 | 5000 | 12/31/16 | | | | |
| Cust4 | 6000 | 04/05/19 | | | | |
| Cust5 | 1000 | 01/01/20 | | | | |
