5 Replies Latest reply on Apr 16, 2013 6:27 AM by Prashant Sharma

Calculating current year's revenue from 50 best performing traders in previous year

Hi,

I am able to get MTD revenue from top 50 traders this year, however can't figure out how to get MTD revenue from 50 best performing traders in previous year.

I would really appreciate any help.

Thanks

• 1. Re: Calculating current year's revenue from 50 best performing traders in previous year

Hi Dovile,

Use the following formula for calculating previous year's MTD Sales:-

if [Order Date] <= dateadd('year',-1,today())

then [Sales]

end

• 2. Re: Calculating current year's revenue from 50 best performing traders in previous year

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

• 3. Re: Calculating current year's revenue from 50 best performing traders in previous year

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.

• 4. Re: Calculating current year's revenue from 50 best performing traders in previous year

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.

• 5. Re: Calculating current year's revenue from 50 best performing traders in previous year

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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