Rolling calculation for distinct

[arvindjha2051]

Hello Team ,

I have attached a file below and my requirement is for a rolling calculation based on distinct of previous 3 months.

For example :

if you look at the Excel file you will find two columns :Date and SalesPerson

I need to find the distinct Salesperson over a 3 month rolling period :

Lets take example of expected output for June 2021 :

June has 3 distinct Salesperson 1 , 2 ,3

May has 4 distinct Salesperson 2 , 3 , 5 ,6

April has 4 distinct Salesperson 1,3 , 6 ,9

So the distinct Salesperson among the3 periods are 1 , 2 , 3 , 5 , 6 , 9 which is 6.

This 6 should be output for month June 2021

Same calculations would give :

April 2021 : 7

March 2021 : 5

May 2021 :7

[atcodedog05]

Hi @arvindjha2051 

Here is how you can do it.

Workflow:

Hope this helps : )

[arvindjha2051]

Thanks for the help , but i do not want it like this.

For any month i need to know distinct salesperson over a 3 month period.

So the output will not be this

For June 2021 i need to know distinct salesperson for the period April-June 2021 and so on.

[atcodedog05 · Accepted solution]

Hi @arvindjha2051 

Here is the updated workflow for the task.

Workflow:

Hope this helps : )

[arvindjha2051]

Thanks a lot , output looks correct , could you share the worflow file.

Thanks

[Christina_H · Accepted solution]

Here's my version:

[atcodedog05]

Hi @arvindjha2051 

Check the attachment below the post. Search for Sales.yxmd