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I have tried numerous things such as (please don't laugh):
=sum(if(MinString({<[Actual GI Date]{">= DATE()-365"}>},Cost,Null()))) but it doesn't work.
any ideas???
=Sum({<[Actual GI Date]={">=$(=date(Today()-365))"}>} Cost)
Unfortunately all that does is add the sum of Cost for anything with a Actual GI date of >= the last year. I want to filter for only those whose EARLIEST record is in the past year
So from a certain customer, you want do some sum if that customer became a customer in the last 365 days. That customer can have multiple orders.
In that case I would add a flag field to your customer table during the load script.
Probably something like this:
left join(Customers)
Load CustomerID,
1 as CustomerLast365
Resident Orders
where [GI Date] > today()-365;
Use that CustomerLast365 field in your Set Analysis statement.