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Do I want a pivot table? Crosstab? I don't know, and I could you a proper name to search

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  • Do I want a pivot table? Crosstab? I don't know, and I could you a proper name to search

    Hello everyone. Let me start by saying that I don't know what I need. I searched and search, but perhaps I am using the wrong words in my search.

    My customer has a a dozen employees. Each is responsible for providing monthly updates that quite simply is a customer count. Very easy. My customer wants the result to look like they did in Excel for years.

    Column A title "Employee" and rows of data are the employee names, Column B is "March/2020" and rows of data are the employee's customer count. There will also be a column next to the month/year column that gets the difference between the two months to track if the employee gained or lost customers. Next month, we need to automatically move Columns B & C to Columns C & D and add Column B title "April/2020" with each row having the employee's customer count.

    Kind of similar to a hotel tracking rooms with dates and where X and Y meet is the customer name, I need X to be the employee name, Y to be the date (that changes monthly), and the customer count where they meet. How do I create something that will constantly bump the columns down one to make room for the new month / year, and have each employee add their stuff? I was thinking a simple UX for the employee that has the month/year and their name. They enter the data. They don't need to see everyone else's data. Then the manager can open either a grid or a list and see the layout I described above.

    I thought of Pivot table, but what I searched does not seem to be the same (although this updated forum is a bit cumbersome to search). I found CrossTab, but I'm not sure if that is what I need. Maybe it is?

    Direction here is appreciated. Thank you.

  • #2
    I think I understand what you're looking for.
    The link shows our basic time off calendar.
    It pulls time off automatically every 5 minutes, and changes the date column each day programmatically.
    if this is the basic idea of what you want, there should be code of mine somewhere in the history, during a thread with sben.

    Gregg is a great site to test and share sql code


    • #3
      The link came up blank (just a couple of words, but otherwise blank), but what you describe is probably enough to get me started. If the user can enter data, and the the columns can be added programmatically, then it sounds about right.


      • #4
        The column count is static, the column headers and data are dynamic.
        I'm going to try again for the link.
        Gregg is a great site to test and share sql code


        • #5
          Yes, I believe that is very much what I am looking for. Dynamic column titles, and those dynamic titles would also show up in a UX for each employee to enter their customer count.


          • #6
            Sorry it took so long to get back to you. It's not easy to find almost 2 year old sample code when you have to search through 5 computers.
            Which sql do you use ?
            Can you provide the schema for your database ?
            and of course, can you provide the basic UX you want to use ?
   is a great site to test and share sql code


            • #7
              Sorry I didn't respond sooner. Since the forum update, I no longer get email notifications, and when I go into the forum settings, it will not let me update as it asks for my license number, yet there is no where to enter it that I have found.

              Anyway, I use MySQL. I had both a table and UX that I tried to sample, but I ended up deleting both figuring I should start over on the thought. My thought was for the table to simply be employee, monthYear, and customerCount. The UX was going to limit the sessionID to be the same as the employee, so they see only themselves. Like I said, I deleted both figuring I'd clean off my drafting table and start over on the thought.


              • #8
                The lack of email notices is one of the things they obviously ignored in their rush to make this change.
                The fact you use MySQL makes things a lot easier for me. I would still prefer to work with a table as you design it.
                I am attaching a link to the test stuff from 2018. I believe I have code for MySQL and mssql, as well as a grid .
                The best way to collaborate with this is telephone and some kind of screen sharing. My phone number is 608-345-2697.

                Last edited by madtowng; 04-11-2020, 04:12 PM. Reason: I forgot to supply the link.
       is a great site to test and share sql code