Happy with the solution? Sure.

Did it work? Not in this scenario. We are scratching this plan for now and splitting it into two reports.

The data is just not...

Yeah, let us pretend Jim doesn't exist.:-D

J Livingston SQL (8/29/2016)

Firewolf (8/29/2016)

I just did now - it works on the sample data, but it hadn't for the...

I just did now - it works on the sample data, but it hadn't for the true data. I'll...

I verified that this table matches the results from the SQL table code I...

Ahhhhhh, I knew I'd forget to do something important when I had to retype the post.

I forgot to remove a few things from the code I got from the CSV...

MMartin1 (8/23/2016)

Since we dont have the information that is in your mind, we need a more structure approach so that we can effectively understand your issue without ambiguity. Here...

Thanks for the responses. I did see the request to re-read how to post the script for the data. I had skimmed over the article the first time,...

If there is a better way to do this, please let me know. And remember that this is going to an SSRS report. The tablix in the SSRS...

-- EDIT -- including the Inception Date and Term Date.

Sample data table:

+-----------+--------------------+------------------+-------+--------+---------------------+----------------+-----------+

| Sales Rep | Company | Transaction Date...

Sorry about that.

I was assuming that all sample data is for active companies and would satisfy the WHERE clause. I just forgot to mention that this is what I...