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pankaj999
Contributor III
Contributor III

In Quarter Calculation

Hi Guys,

I have a problem with one of the logics that I need to place in my apps.

What I am trying to do is I need to calculate act_sales and est_sales based on the current quarter, Month and Day condition. Here’s what I am trying to achieve :

 

Conditions 1: When day of the current month is < = 8 and quarter = current quarter


for the current month (March)= sum of est sales

for last month (Feb)= sum of est sales

for prior to last month (Jan)= sum of actual sales

 

Conditions 2: When the day of the current month is >  8 and the quarter is the current quarter

 

for the current month (March)= sum of est sales

for last month (Feb) = sum of act sales

for prior to last month (Jan)= sum of  act sales

Else (if previous quarters selected) then

sum(act Sales)

 

Now, this has to be dynamic. For example, if I select the 2019 Q2 next month April then it should not calculate previous months in the sales sums as in the current quarter next month the last month is 0 .

Any idea how to achieve this ?

5 Replies
Shubham_Deshmukh
Specialist
Specialist

Pls share sample data
pankaj999
Contributor III
Contributor III
Author

here's the sample data looks like.

 

Shubham_Deshmukh
Specialist
Specialist

@pankaj999 ,

Is it correct (ignore prior to last month for now)? Just let me know,

deal.png

 

pankaj999
Contributor III
Contributor III
Author

yes, looks good

Shubham_Deshmukh
Specialist
Specialist

Great !!

Create variables like below,

deal.png

Current Month : exp1.png

Last Month : exp2.png

 

 

Regards,

Shuhbam