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ali_hijazi
Partner
Partner

Help needed

Hello

I have a pivot table and the user selects a month and a year

in the pivot table I want to display the for each customer that value of the invoices whose date is the maximum before the selected month

i.e. if the user selects 2016,OCT then I want to calculate the sum of the Sales amount of the invoices whose date is before OCT 2016

customers may have invoices last invoiced on Apr 2015 others may have the last invoice dated on Sep 2016 and so on

Please advise

I can walk on water when it freezes
3 Replies
hemanthaanichet
Creator III
Creator III

Hi

Can you be able to share some raw data with the expected output to help you better? It will be pure guesswork without a sample as its difficult to understand what you are trying to get

Regards

Hemanth

hani_saghir
Contributor III
Contributor III

Pardon my ignorance, but should the below simply work?

=sum(if([Transaction Date] <  MakeDate(vYear, vMonth,1) ,Value, 0))

with vMonth and vYear the selected month and year

ali_hijazi
Partner
Partner
Author

No not this way

what I want is calculate the amount of the invoices whose date is the maximum date for each customer and is just before the selected date

I can walk on water when it freezes