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ngc16465's avatar
ngc16465
New Member
3 years ago

Lookup target based on date

Hi everyone,

 

I am building a report to show whether business Actions are on-track or off-track. I am unsure how to lookup the target for each Action based on today’s date.

 

In one query, I have a list of Actions and the percent they have actually been Completed as at today:

 

Action Name

% Completed

Action1

26

Action2

44

Action3

96

Action4

16

Action5

55

 

In a second query, I have the amount we expect the action to be completed by at the end of each quarter. The same Actions are repeated across several rows to show their target at the end of each quarter:

 

Action Name

Quarter

Target

Action1

Sep 2021

10

Action1

Dec 2021

20

Action1

Mar 2022

40

Action1

Jun 2022

65

Action1

Sep 2022

80

Action1

Dec 2022

100

Action3

Sep 2020

15

Action3

Dec 2020

20

Action3

Mar 2021

40

Action3

Jun 2021

50

Action3

Sep 2021

75

Action3

Dec 2021

100

 

Other important factors to note:

  • Not all Actions listed in query 1 have targets set for them in query 2, so they do not appear in query 2 (such as Action2).

 

  • Some Actions have targets listed in query 2, but no target for the current quarter (such as Action3). In these cases, the target should be the last target listed.

 

How can I use these two tables to determine what the current target for each action is?

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