Queries :: Overlapping Date Parameters - Dropping Data

Feb 24, 2014

I'm trying to create a report that pulls from two tables [tblTelephony] and [tblSales]. All data in my query is limited to a date range entered through a form.

For every record in [tblSales] (showing the agent made a sale) there is a record in [tblTelephony] (showing all the stats for the agent's day worked). [tblTelephony] has one date for each record. [tblSales] has two dates for each record. The sales dates are the date the services were ordered (matches the date worked in [tblTelephony]) and the date the services were installed.

In order to get an agent's MTD Sales stats I have to query the date range on Install dates. MTD Telephony stats are run on the same date range on telephony date. Where I run into an issue is with the sales that are ordered before the date range in question and installed during it.

I've run a separate query to sum the sales installed during the date range and used that sales value in my Telephony query. In order to get my data to show as accurately as possible, I had to create a relationship between the Order Date and the Telephony date. I'm really hoping to find a way to force the sum of sales in sales query to show in the sales column in the telephony query, regardless of the telephony date range and without adding telephony data for dates outside the range.

Example:
Date Range = 2/1/14 - 2/24/14
Telephony Date = 2/3/14
Order Date = 2/3/14
Install Date = 2/14/14
Appears on report

Date Range = 2/1/14 - 2/24/14
Telephony Date = 1/31/14
Order Date = 1/31/14
Install Date = 2/3/14
Does not appear on report

How to get the sale example on the bottom to show without removing the relationship?

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