Hi,
I need to create a query that assigns salesreps to customers billing data.
The assignment table includes:
Customer
Rep
Assignment StartDate
Assignment EndDate
A customer can only have one rep assigned to it at a time.
The sales data includes
Customer
Period (month in which sales occurred)
Amount
I need to create a query that assigns reps to the Customers in the sales data table. However, I need it to recognize the start and end dates for the assignments.
Bob Smith is the rep for ABC Customer from Jan – Mar
Jane Doe is the rep for the same customer starting in April
The sales from Jan – March need to show Bob Smith as the rep.
The sales starting in April need to show Jane Doe as the rep.
Please help.
I need to create a query that assigns salesreps to customers billing data.
The assignment table includes:
Customer
Rep
Assignment StartDate
Assignment EndDate
A customer can only have one rep assigned to it at a time.
The sales data includes
Customer
Period (month in which sales occurred)
Amount
I need to create a query that assigns reps to the Customers in the sales data table. However, I need it to recognize the start and end dates for the assignments.
Bob Smith is the rep for ABC Customer from Jan – Mar
Jane Doe is the rep for the same customer starting in April
The sales from Jan – March need to show Bob Smith as the rep.
The sales starting in April need to show Jane Doe as the rep.
Please help.