Skip to main content
Mia Huffman (MSH Consulting) 님이 #Data Management에 질문했습니다
Customer wants to determine the following: "Is this month's recent Won Opportunity a Re-Order?

 

What is a Re-Order: when a Customer buys this month AND also bought something in any of the prior 3 months

 

This month = 1

 

Last Month = 2

 

Two Months Ago = 3

 

Three Months Ago = 4

 

Re-Order: 1 AND (2 OR 3 OR 4)

 

I started with this formlua and was given th ecorrect "1,2,3,4"

 

IF(

 

today()-CloseDate <30,1,

 

IF(

 

AND(

 

today()-CloseDate >30,

 

today()-CloseDate <60),

 

2,

 

IF(

 

AND(

 

today()-CloseDate >60,

 

today()-CloseDate <90),

 

3,

 

IF(

 

AND(

 

today()-CloseDate>90,

 

today()-CloseDate<120),

 

4,

 

5))))

 

HOWEVER: Customer says wecannot use 30,60,90...it has to be CALNDAR MONTH

 

1 = This Calendar month

 

2 = Last Calendar month

 

3 = Two Calendar months

 

4 = Three Calendar months

 

I thought I could still use my formula above, but will not work when we get into January:

 

Jan'17 = 1

 

Dec'16 = 2

 

Nov'16 = 3

 

Oct'16 = 4

 

Note: Customer on Professional, so no joined reports
답변 1개
  1. 2016년 12월 6일 오전 7:16
    You will need to use somthing like

     

    MONTH(Today) - MONTH(CreatedDate)
0/9000