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How to sum specific month's based on two conditions?

rlupe
7 - Meteor

Hello,

 

MTY = Month designation (MTY 300 = Dec 2019)

 

I am trying to get a store's total sales for 'this year' and 'last year' based on a specific MTY, then want to compare against the stores in the territory for the same time range.

 

Example store 1:

TY Sales: sum MTY 290-301 Sales (Store 1) 

LY Sales: sum MTY 289-278 Sales (Store 1)

Total Territory Sales TY: sum MTY 290-301 Sales for all stores in territory 101 (stores 1, 2, 3) 

Total Territory Sales LY: sum MTY 289-278 Sales for all stores in territory 101 (stores 1, 2, 3)

 

I have individual store sales by month (MTY) and territory in one tool, and the specific MTY and territory I want to compare with in another tool.

 

Let me know if you need more info.

 

Expected Output:

rlupe_0-1678900358300.png

 

2 REPLIES 2
OllieClarke
15 - Aurora
15 - Aurora

Hi @rlupe 

 

I think this is what you want:

OllieClarke_1-1678902971416.png

You join all records per store onto themselves, then you can filter to the range you want.

 

OllieClarke_0-1678902959906.png

 

Hope that helps,

 

Ollie

 

rlupe
7 - Meteor

This is perfect, thank you!

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