11 Replies Latest reply on Nov 5, 2018 8:02 AM by Tony Fahd

    How to group services based a date argument?

    Tony Fahd

      Hi, so i am attaching a workbook where i have a list of my customers and their consult type. each customer will have multiple consult type. i am trying to group customers who had a strategy consult  and group all their consults that fall between  the initial strategy date. so for my customer A below, i want to be able to group all consults that took place between the from date and to date of their strategy consult. same thing for my customer B

       

      my end result will be something like that: i like to group it on the consult type which is strategy and have a second column that has all consults that fall between the from date and to date of the strategy consult.

       

       

      hope it makes sense and this is very complicated for me.

       

      any help is appreciated.

       

      Tony