QUESTION: Applying different date filters across blended columns in the same worksheet

I am trying to create a worksheet that pulls from two data sources. I believe the data is aggregated in such a way that they shouldn't really be joined. I tried blending on the one field that they should definitely be aligned on (Customer Segment), and that is the row pill for the table I created. The column labels include balances, and (count of) accounts across segments (in rows), and vintages (in columns) below the balances and counts. Those two measures (balances and counts) are from one data source. I am then trying to add a third pair of columns from another data source with rate values (indirectly) related to those balances. The goal is to then multiply the values from the second and third pairs of columns, so that is why I'm trying to have them all on one worksheet.

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The trouble is that I am dealing with two different sets of overlapping vintage date ranges across the data sets. I tried using FIXED LOD to keep the vintages of the first data source from interfering with the data from the second source. I also included the vintage field for second data source in that FIXED LOD statement, but I am not sure how to set the ranges for the field from the second data source, without the field being in the view.

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I assume there is no way to add both vintages fields to the view without having to write some crazy LOD code to get fields from each data source to only recognize the vintages that apply to them. I do realize that I can just split these fields into separate worksheets and then consolidate them in Excel, but I'd rather have things as automated as possible as this will be monitored on a monthly basis.

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I also realize that this is probably quite hard to understand, so please let me know if there are specific things I can elaborate on. Thanks in advance!

Posted Mar 8, 2019, 10:03 PM UTC

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