I agree with the "do something that's engrossing that's totally outside of work" - I did that and it kept me sane. Work was crazy, so I'd spend like 15...

if you look in a phone book for everybody with "S" as the second letter of their last name, an index is meaningless, because a phone book is organized alphabetically....

I really shouldn't take the bait...

If you create the prerequisites table, this isn't too hard. I still am not totally clear on how you group ORs.  How would...

Re-reading my question, you're right... that's not answerable as stated.  I'm doing this in PowerBI / DAX, so I have a simple star schema with Customers and Sales ... 

Henric,
Nice post for a rookie. Welcome to SSC.  Here's a script to create the table and populate it with some data... I added a few extra records to make...

LOL. I just did that yesterday... except it was above my head.

Maybe use a Matrix? hard to say without more details or a dummy dataset.

...and post the CREATE TABLE script for the 'PersonalProfiles' table... just want to make sure that you've defined the columns properly. Using the wrong datatype could cause unexpected results.

One way to do this is to use a Calendar table, then you can filter for Month/Year.

Otherwise, you'd have to use something like:

WHERE [EventDate] >= '01-Jan-2018'...

you never check the destination table for existing records. Why not?