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Gavin_FBu
Contributor III
Contributor III

Accumulating values more than a dimension in a table and won't impact by filtering

Hi,

We have a set of raw data to shows the value for a customer going to receive on what day:

Store Product ID Customer Order Date Receive Date Qty order
A 2420487 Peter 08/08/21 10/08/21 20
A 2420487 John 16/08/21 18/08/21 100
A 2420487 John 19/08/21 21/08/21 50
A 2420487 James 26/08/21 28/08/21 120
A 2420487 Emily 28/08/21 30/08/21 50
A 2420487 Amy 31/08/21 02/09/21 10
A 3150212 Mary 10/09/21 12/09/21 10
A 3150212 Darren 10/09/21 12/09/21 80
B 2420487 James 19/08/21 21/08/21 50
B 3150212 Emily 28/08/21 30/08/21 60
B 3150212 Emily 10/09/21 12/09/21 10

 

Q1:  We would like store people to choose their store & customer and able to tell customer for each order, how many quantity are in front of this order base on the Receive date.

Gavin_FBu_2-1639859665529.png

How do I create accumulating formula over more than 1 dimensions to shows:  In each order base on the Receipt Date, how many product been placed in front of you at that store. eg: In store A, I can tell Amy that you have ordered 10 X  product-2420487 however there are 350 qty in front of your order based on the Receipt date. 

 

Q2: The second part is a store people will select a branch and a customer for filtering.  The accumulating formula we built cannot be impact by customer filter.  So if I select Store A and then 'John', it gives me the following.

Gavin_FBu_5-1639860255948.png

Watch out:  The Receipts Date can be adjust by store to increase or decrease a offset number base on the customer loyalty hence the accumulating formula have to be dynamic and reflect on the Receive Date.  eg: If John is Gold card customer, he should receive the product a bit earlier base on a offset day the store people set in a input variable.

Please help. 

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