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avantime
Creator II
Creator II

Clients newer than 6 months with average monthly turnover of under 50$

Hi all,

I need help with a formula to show me all clients newer than 6 months that have an average monthly turnover of under 50$.

Right now I have:

=count({1}distinct {<[Client name]={"=sum(Turnover)<50"}, [Client add date]={"=[Client add date]>=date(monthstart(today(),-6))"}>} [Client name])

but obviously I don`t get the desired results as it shows me all clients newer than 6 months with a total turnover less than 50 in this period.

Thank you!

15 Replies
sunny_talwar

For the sample provided what is the expected count of clients you are thinking to get?

avantime
Creator II
Creator II
Author

168 clients, for new clients since February.

See attached Excel reference file. Hope it gives you the idea.

avantime
Creator II
Creator II
Author

I think I got it

=Count(DISTINCT {1<[Client name]={"=Sum({1<[Client add date] = {'>=$(=Date(MonthStart(Today(),-6)))'}>}Turnover)

/ Count(DISTINCT {1<[Client add date] = {'>=$(=Date(MonthStart(Today(),-6)))'}>}[INVOICE MONTH]) < 50"}, [Client add date] = {'>=$(=Date(MonthStart(Today(),-6)))'}>} [Client name])

sunny_talwar

Awesome

avantime
Creator II
Creator II
Author

Thank you for your guidance!

sunny_talwar

No problem at all Catalin