Hello all, I have a portfolio table that include general info about client companies by month. I am trying to sum employees grouped by product, within new, cancelled, and retained business. The table looks similar to the below dataset: Date Company product Employees 201712 Alpha X 60 201712 Alpha Y 60 201712 Bravo X 100 201801 Alpha X 62 201801 Alpha Y 62 201801 Bravo X 90 201801 Charlie X 200 201802 Alpha X 65 201802 Alpha Y 65 201802 Charlie Y 205 201802 Delta X 110 My end goal is to create reports based on the sum of employees by product, for retained, new, and cancelled business. For example, compared to December of 2017, January of 2018 has one new company (Charlie) with 200 employees in product X. Company Alpha gained 2 employees in both product X and Y. And company Bravo lost 10 employees with product X. Is there a way to identify new, cancelled, and retained business by product compared to the starting month? If anyone is aware of any documentation on what the best practices are to do this analysis, id be more than willing to read any suggestions. Thank you for your help!
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