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Hi
I need to calculate, SUM of a new and lost customer sales past two years.
Lost= made sales last year, but not the selected year
New= sales made selected year but not last year
For example :
Formula must show, old client sum = 2935+3520
New clients = 5373+2950+5290+2554+2037
Try expressions like this:
New
sum({<Year={$(=max(Year))}, Client*=E({<Year={$(=max(Year)-1)}>})>}Amount)
Lost
sum({<Year={$(=max(Year)-1)}, Client*=E({<Year={$(=max(Year))}>})>}Amount)
doesnt work shows 0 values
I'm sorry, but you did not include many details in your explanation.
It looks in you screenshot that you don't have a field named Year. What about the client field Client? As you have left out many inportant details you need to adjust my suggested solution to your data model and field names.
I just can add qvf file with data.
I use field item ledger sales amount, date year and customer.name.
Please can you build calculation in this file ?