Hi everyone- I am working on a dataset that has closed client deals with the amount and close date, I also have a separate dataset that has the financial metrics per client by month. I want to look at for every closed deal, the financial metrics for that month,prior month and next month. Is there a way to use a dynamic formula to take the close date from the sales data and then output the financial metrics of Current Month, Month -1 and Month + 1? I have already joined the two datasets.
The purpose of this is because I am interested in seeing when close date of the sale hits the financial metrics within a 3 month range.
