Comments
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I haven't used Magic ETL upserts yet, but from other experience this sounds like your upsert key isn't unique to each row. Hopefully someone else who has used this feature can give you a more certain answer.
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I interpreted that part of the video as meaning that he has two different cards, each with a different source of data, next to each other on the same page. You can't really "combine" cards.
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I think if you wrap the field in UPPER, and the string pattern after LIKE is uppercase, this should accomplish what you want. Works for LOWER and lowercase, too.
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The first solution that comes to mind would be to build an ETL that runs on a monthly schedule. You can use the appropriate tiles to count up the accounts, and use a formula tile to capture the run date. You can set the Output tile to append the new data instead of replacing it, so you don't lose the historical counts.
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I'm not sure this is possible in beast mode, since you want to both count distinct values of a column and also dedupe an already aggregated column? I think you might have to use ETL to create IDs for the guests/spouses so you can count them correctly. That's just my two cents, though, hopefully someone else has an easier…
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I attended a couple of talks that dealt with documentation at Domopalooza 24. The "Building a Platform as a Service Framework" talk mentioned going from Google Docs → GitHub → Confluence to publish documentation in Confluence, but I don't think they mentioned pushing the documentation into Domo. "Cultivating a Community of…