0 Replies Latest reply on Nov 20, 2018 7:57 AM by Charles Bryan

    Isolate New Adds and Deletes in Period-over-Period

    Charles Bryan

      Hello!

       

      The attached is a sample workbook of people and reporting months.  We are trying to create the capability to isolate in period-over-period fashion:

       

      1.  Those people that existed in the previous report period (STAYERS)

      2.  Those that existed in the previous report period but do not in the current period (LEAVERS)

      3.  Those that did not exist in the previous period but do exist in the current period (NEW ADDS)

       

      We would like to be able to have this work with various date aggregations (month, quarter, year).  We will be using this to isolate the profiles of those coming and going in a transient population that is changing monthly.

       

      Honestly, I have no idea where to start.  Appreciate any guidance you can provide!