I am trying to find the first load date within a certain time frame (2020). My end goal is to only see the Revenue/GM of shipments within 90 days of the first shipment in 2020. When I do { FIXED [Customer Name]:MIN([Load Date]} the return is the first load date the customer ever moved (often before 2020). There are over 100 customers so each one has a different "First Load Date" in 2020, so the 90 day range fluctuates.
Example: Customer A had the first shipment on 1/3/2020 and so I only want to see amount of shipments, revenue, and gross margin between 1/3/2020 and 4/3/2020 and ignore all loads after 4/3/2020.
Thank you!
I have a list of customers that all have moved shipments in 2020. I want to track the Gross Margin, number of shipments, and revenue for only the 90 days following their first shipment in 2020.
Customer A: First 2020 shipment is 1/3/2020. I want to track the Gross Margin, number of shipments, and revenue only between 1/3/2020 and 4/3/2020.
Customer B: First 2020 shipment is 2/5/2020. I want to track the Gross Margin, number of shipments, and revenue only between 2/5/2020 and 5/5/2020.
I think I'd need to make two calculated fields. One that gives me the customers first shipment date in 2020 and one that then has the 90 day limits.
Does that make sense?
