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mccook
Creator
Creator

Only Include Customers with Like for Like sales Current and Prior Year

Hi,

My data is kind of like below:

AreaCustomerProductSales 2020Sales 2021
NorthGrape IncEgg2,0006,000
NorthOrange OrgBacon04,500
SouthGrape IncSausage2,5000
EastBanana CoSausage7,0004,000
NorthApple IndBeans00

 

The issue I'm trying to solve in my chart/table using set analysis is  something like, if a customer has like for like sales (same area/customer/product) in 2020 and 2021, they are included and show a percentage of the total sales for 2021, so the results would be something like below (no need to show the column in blue):

AreaCustomerProductSales 2020Sales 2021Include%
NorthGrape IncEgg2,0006,000Yes60
NorthOrange OrgBacon04,500No-
SouthGrape IncSausage2,5000No-
EastBanana CoSausage7,0004,000Yes40
NorthApple IndBeans00No-

(so 2 customers are included as they purchased different products from us, but as they purchased the same product in 2020 and 2021 they are included)

I think I've been dancing around the solution (Aggr/Total/Intersection etc), any help/advice appreciated,

Thanks,

Dean

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