2 Replies Latest reply on Nov 21, 2016 1:30 PM by Steven Chen

    Sum of sales for current month

    Steven Chen

      Hi,

      I have one data source with actual sales and another data source with forecast sales. I am trying to track our progress but am running into an issue when trying to sum the forecast sales for the current month.

       

      A couple of notes:

      The lowest level of detail is month so I have all sales and forecast happening on the 1st of every month.

      We have a wonky fiscal calendar (4-4-5 starting in October) so I can't use Today() because I would get 11 as the month instead of 2.

      I am trying to grab the date of the latest sale (which gives me the correct month) and but it's giving me the cannot combine aggregate and non-aggregate error.

       

      This is what I'm trying:

      SUM ( IIF ( [Max Actual Sales Date.Other Data Source]= [Forecast Date], [Forecast Sales], 0 ) )

       

      Does anyone have any ideas?

       

      Thanks!