Aggregate Formula Help
Hi - I'm trying to convert a working Aggregate formula in analytics to pull the data from CRM versus a data table.
Here is my scenario - we need to pull sales numbers up to today's current date based on a previous sales cycle. I cannot use a basic YTD formula as our events annual sales can overlap calendar years.
Example, if todays date is October 8th 2022 and we are pulling info from ”ABC Event” that took place November 2019. If reps made sales in the fall of 2018 through the fall of 2019 by using ytd(sum(aggexpr,),date_column) this is missing sales that took place between October 9th 2018-December 31, 2018.
I have pulled our 'old data' into data tables and use the following formula which works well:
SUM(IF("Vancouver Outdoor 2019"."Date" <= date_format(DATE(concat_ws('-',2018,MONTH(TODAY()),DAY(TODAY()))),'%Y-%m-%d'),"Vancouver Outdoor 2019"."Cost",0))
What I need now is a formula that does the same thing but pulls the information directly from a CRM module versus a data table in analytics.
We want to use our CUSTOM module called Exhibitor Registrations and use the 'Created Time' field to find the date.
Any suggestions? Everything I've tried has either given me an invalid error or missing parameters when trying to save. The one formula I managed to save didn't gave me the wrong result.
Thanks in advance!
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