Hi inventsekar, Thank you for explaining the parts of your search. The suggestions you gave helped to create a report that gives a list of unique badges (up to 3 entries for Sell and up to 3 entries...
See more...
Hi inventsekar, Thank you for explaining the parts of your search. The suggestions you gave helped to create a report that gives a list of unique badges (up to 3 entries for Sell and up to 3 entries for Deploy) per user, showing the badge with the latest expiration date. The challenge now is to filter the results so that each person only shows the highest level badge earned (per badge type). So, each person will have a maximum of two entries in the final report if they have earned a Sell type badge and a Deploy type badge. To answer your previous question, users who pass the renewal badge will have the badge "Renew_" prefix in the badge field. Your suggestion to remove the prefix worked. Thank you for the suggestion. When a renew badge is earned, it will extend the original badge expiration date further out in time. Using the demo data I provided, the final report should look like below. Domain First name Last name Email Badge ExpireDate mno.com lisa edwards lisa.edwards@mno.com Sell_Expert 12/6/23 mno.com lisa edwards lisa.edwards@mno.com Deploy_Capable 8/1/24 abc.com allen anderson allen.anderson@abc.com Sell_Novice 10/3/24 def.com andy braden andy.braden@def.com Deploy_Capable 1/3/24 ghi.com bill connors bill.connors@ghi.com Sell_Novice 10/17/23 jkl.com brandy duggan brandy.duggan@jkl.com Sell_Expert 9/5/24 Assuming that the data set has already been filtered to produce a list of badges with the latest expiration date, what type of search can look at the badge type (per person), and filter to the highest level badge (per badge type) and return only that data? For example, let's take "Person A". For the Sell type badge, the highest level is Sell_Expert. If "Person A" has earned "Sell_Expert", then only "Sell_Expert" (with the latest expiration date), will show up in the report for the Sell type badge. If "Person A" has not earned Sell_Expert yet, then the highest level for "Person A" is Sell_Capable. If "Person A" has not earned Sell_Capable yet, then the highest level for "Person A" is Sell_Novice. If "Person A" has not earned any Sell type badge yet, they will not have a Sell badge type listed in the final report. It will be the same logic for Deploy type badge. Thank you.