Overlapping Date Beast Mode

Winnie

Hi everyone! For context, I am making a card that flags overlapping contract dates. I want to make sure that the first order finishes its duration first before having another order. I only want to partition the overlap flag by customer and by the same business unit. Please see the Excel visualization sample I made below. Can anyone help on my beast mode for the Overlap? Thank you!

ColemenWilson

I approached this using Magic ETL, and here is how I did it:

1. Create a Lead and Lag function to get the previous End Date and the upcoming Start Date.

2. Create a formula to flag when there is overlap. (also by creating this I noticed that your data in the excel screenshot for overlap appears wrong. For Customer ABC there is overlap with order number 3 ending 12/30/2025 and order number 4 starting 1/1/2025)

ColemenWilson

I approached this using Magic ETL, and here is how I did it:

1. Create a Lead and Lag function to get the previous End Date and the upcoming Start Date.

2. Create a formula to flag when there is overlap. (also by creating this I noticed that your data in the excel screenshot for overlap appears wrong. For Customer ABC there is overlap with order number 3 ending 12/30/2025 and order number 4 starting 1/1/2025)

ArborRose

I think you are getting confused by your data. The answers to your data would not be what you show. Your last record overlaps but your display says it doesn't. I did it using SQL Dataflow.

SELECT
a.order_number,
a.customer,
a.business_unit,
CASE
WHEN a.start_date < b.end_date AND a.end_date > b.start_date THEN 'Yes'
ELSE 'No'
END AS overlap_flag
FROM overlap_test a
JOIN overlap_test b
ON a.customer = b.customer
AND a.business_unit = b.business_unit
AND a.order_number != b.order_number
ORDER BY a.order_number;

But to get the answer you show, I had to change the record date on the last record so it wouldn't overlap.

customer	order_number	business_unit	start_date	end_date
xyz	1	BU1	1/1/2023	12/31/2024
xyz	2	BU1	12/29/2024	12/30/2025
abc	3	BU2	12/29/2024	12/30/2025
abc	4	BU2	1/1/2026	12/31/2026