Forum Discussion
Formula Help
So there is no confusion beforehand, here is a look at my setup:
Account_c from Delta Account and Related_Account_c from Client Revenue were appended into a single table as the unique ID so I can work with fields from both tables. Cross filters on both tables are set to 'Both'. If I do not set these to 'Both', I don't get individual revenue for each account like I'm looking for:
Wrong (single cross filter):
Correct (Both cross filter):
Now, to the formula. I am looking to build a formula based upon the revenue date that looks back two months from the current month, gathers the sum of revenue for that month (based on Revenue_Date_c) and multiplies that number by 12. So in plain terms since it is March, it would be:
(Sum of January Revenue) *12
Once it is April it will then be:
(Sum of February Revenue) *12
etc. etc.
So looking at one company for example:
(Working with December revenue until database is updated to bring in January numbers) The sum of revenue for December would be 71.28 (271.28-200.00) and multiplying that by 12 is 855.36 which is the result I'm looking for. How can I create a formula that gives this?