I have a table of client purchases with columns:
- sale date
- client ID
- sale total
I'd like to group by client ID so that I end up with total sales for each client however when I do that in the data flow, I lose all date information for the sale.
When I use a date formula to pull out sale year and include that in my grouping, I'm able to separate out each client's sales by year, but the data is rigid and I'm unable to group by month in my cards without modifying the data flow and adding a new output.
Is grouping by client ID possible in a beast mode? When I try to use a case statement I need to say case when client_id = X
however I'd like that X
to continue to change for ALL client IDs. As a result I'd need a new case statement for every client_id
which seems crazy.
What am I missing?