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Prep data for reporting

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We have been building customer account review reports using Microsoft Excel pivot tables for quite some time. I would like to transition the reporting to Mendix. Ideally, I would take our customer data in it's raw exported format from other systems, and perform all of the data aggregation within Mendix (export > import > clean with logic), rather than exporting > cleaning > importing to mendix.

I have started this proof of concept by building some dashboards using the Chart.Js widget which is working great. However, I imported the data in the perfect format for Chart.Js, and did not use Mendix to clean and aggregate. 

To test the business logic, I would like to take my data that is stored in an entity, and calculate the "count" of rows based on the "month" in a particular date field. I would then use this data to send to Chart.Js for display. As I am researching the best ways to do this, I am coming across OQL queries and datasets, but I can't tell if this is the best road to go down.

Can anyone recommend resources on what I am trying to accomplish, using my "count by months" as an example? (Should I loop through my persistable entity to create non-persistable objects for reporting? )


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