Newbie Needs Help Filtering Results Based on Date

[wemblidge]

Hello,

I am using a pivot table to show sales by salesperson for accounts opened after a certain date.  Dimensions are 'Salesperson' and 'AccountName'. Calculated Measures are 'Sales' and 'FirstSaleDate'.  Example of the table below.  I need to show only account names and data with a 'FirstSaleDate' after a certain date (for example 01/01/2022).  Any thoughts and advice on how to accomplish this would be greatly appreciated. Thank you!

Salesperson	AccountName	First Sale	Sales
John	Totals	10/20/2021	110
	Company A	10/20/2021	10
	Company B	11/20/2021	30
	Company C	12/18/2021	50
	Company D	01/20/2022	20
Mary	Totals	12/01/2021	145
	Company F	12/01/2021	80
	Company G	02/18/2022	10
	Company H	03/01/2022	25
	Company I	03/04/2022	30

[rubenmarin]

Hi, you can use set analysis to filter the dataset:

Sum({<[First Sale]={">=01/01/2022"}>} Sales)

Or to make it more dynamic using curren date: Sum({<[First Sale]={">=$(=Date(YearStart(Today())))"}>} Sales)