Combining sales from 2 customers based on conditions

[snehamahaveer]

Hi All,

Please find my sample data attached.

I am trying to identify the sales for Customer ABC, based on specific agreement requirements. It also needs to add data from different customers(eg CDE - distributor) if the delivery address match.

Can someone help with creating a formula that identifies the sale of Agreement products for the year 2016(after start date).

This requirement is pretty urgent, and a quick turnaround is essential.

Your help is much appreciated.

Thanks,

Sneha

[vinieme12]

what is the expected output, can you post that as well?

[Gysbert_Wassenaar]

Perhaps this expression:

sum({<Customer={'ABC'},[Agreement ID]={12345},Date={">=$(=MakeDate(2016,4,1))<=$(=MakeDate(2016,12,31))"},Product={'Apple','Banana','Orange'}> + <Delivery_address=P({<Customer={'ABC'},[Agreement ID]={12345},Date={">=$(=MakeDate(2016,4,1))<=$(=MakeDate(2016,12,31))"},Product={'Apple','Banana','Orange'}>}Delivery_address), Date={">=$(=MakeDate(2016,4,1))<=$(=MakeDate(2016,12,31))"},Product={'Apple','Banana','Orange'}>} Sales)

[el_aprendiz111]

Hi,

[snehamahaveer]

Hi ,

The expected output is within a Straight table.

Agreement Id, Start date, Sales (combined sales), predicted sales at the end date of agreement.

[snehamahaveer]

Hi Gysbert,

Thanks for the expression. However, this has to go in a table, where the same formula is to be used for atleast 100 other customers with or without the same problem.

Can this be simplified?

Thanks,

Sneha