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1. Re: Calculating current year's revenue from 50 best performing traders in previous year
Prashant SharmaApr 15, 2013 3:22 AM (in response to Dovile Stragauskaite)
Hi Dovile,
Use the following formula for calculating previous year's MTD Sales:-
if [Order Date] <= dateadd('year',-1,today())
AND datediff('month',[Order Date],dateadd('year',-1,today()))=0
then [Sales]
end
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2. Re: Calculating current year's revenue from 50 best performing traders in previous year
Dovile Stragauskaite Apr 15, 2013 3:38 AM (in response to Prashant Sharma)Thank you Prashant for your response, however I need this year's MTD revenue, but this revenue must be from the last year's top n traders.
For example last year top 3 traders were John, Peter and James. I need to calculate this year's MTD revenue which was generated by John, Peter and James.
Thanks
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3. Re: Calculating current year's revenue from 50 best performing traders in previous year
Prashant SharmaApr 15, 2013 11:08 PM (in response to Dovile Stragauskaite)
Hi dovile,
I am attaching a file in which i created two sheets. In first sheet i created a report which gives me MTD of top customer according to Sales. In Second report i put top 10 customers of according to previous year's MTD.
I think this will work for you. Also check filter section.
Thanks.
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My_Sol.twbx.zip 938.8 KB
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4. Re: Calculating current year's revenue from 50 best performing traders in previous year
Dovile Stragauskaite Apr 16, 2013 12:42 AM (in response to Prashant Sharma)Thank you Prashant. However I need first sheet (This Year MTD) to show a total revenue generated by customers in the second sheet. But the revenue must be this year's revenue, not previous.
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5. Re: Calculating current year's revenue from 50 best performing traders in previous year
Prashant SharmaApr 16, 2013 6:27 AM (in response to Dovile Stragauskaite)
Hi Dovile,
Now i am attaching a file which i filtered top 10 customers by Last year's MTD revenue with Current Year's MTD revenue & Last Year's MTD revenue. If you only want this year's MTD revenue then remove Previous Year's MTD revenue. Hope this will work for you.
Thanks
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My_Sol.twbx.zip 943.2 KB
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