3 Replies Latest reply on Nov 14, 2016 11:47 AM by Shinichiro Murakami

    How can I Sum Sales for current contract period?

    Jeff Roberts
      • I have a data set with about a hundred contracts, all have a different "Contract Origination Date" (examples include 2/22/2012, 12/12/2008, 10/1/2013, etc...).
      • Each contract year completes on its yearly anniversary.  So if the "Contract Origination Date" shows 2/22/2012 then the contract year for 2012 would run from 2/22/12 to 2/22/13, the 2013 contract year would run from 2/22/13 to 2/22/14, and so on until the current 2016 contract year which would run from 2/22/16 to current date.
      • Some contracts have "Annual Contract Commitments" where they must reach a minimum "Sales$" to maintain the contracted price level.

       

      Questions

      1- How can I calculate the total sales ("Sales$") for each accounts 2015 contract year?

      2- How can I calculate the total sales ("Sales$") for each accounts current 2016 contract year to give a Contract-Year-to-Date progress against their "Annual Contract Commitment"?