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nesonica
New Contributor III

Evaluate best customers in last 365 days

Hello again,

I need your support in capturing a customer classification for the last 12 months in a chart. Currently I have the following:

1) I wanted to classify customers based on their sales by points system

2) The value obtained is my desired value for the X axis.

3) Then I wanted to classify customers based on their margin by points system

4) The value obtained is my desired value for the Y axis.

5) Value X and value Y should be displayed in an X-axis, where each point with X | Y indicates the name of the customer in a coordinate system.

I want to illustrate this coordinate system how a customer stands in terms of sales and margin in the last 365 days.

However, this evaluation depends on the selection of the period, whereas it should actually be fixed. Although I found in another post this solution:

Sum ({<Date = {"= Only ({1} Date)> = AddMonths (vStartDate, -12) and Only ({1} Date) <= AddMonths (vEndDate, -12)"}>} FIELD)

But where do I have to use this code to get correct values​​?

Thanks in advance!

Nes

Nachricht geändert durch Näzih El Mouaddab

1 Reply
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Partner
Partner

Re: Evaluate last 365 days

Use the logic in expression

Try substracting number of rolling months you would like to populate

=Date(AddMonths(Max(Date), -12), 'DD/MM/YYYY')