Aggregate Formula Help

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!


      • Sticky Posts

      • Announcing Zoho Analytics 6.0 Beta!

        We are delighted to open up the next major version, Zoho Analytics 6.0 Beta! The new version comes packed with a wide range of functionalities for all persona, namely business users, data analysts, data engineers, and data scientists. Zoho Analytics team

      • What's New in Zoho Analytics - August 2024

        Hello Users! We are back with the latest updates and enhancements made to Zoho Analytics. Keep reading to learn more about them. Connect to the data hosted in the cloud without allow-listing the IP addresses Utilize Zoho Databridge to connect to the data

      • We are coming to your city! Zoho Analytics Community Meetup

        Hello, business leaders and data enthusiasts! We are delighted to announce that registrations are now open for the ZUG meetups, and we can't wait for you to be a part of them. Our in-house analytics experts are geared up to lead discussions on constructing

      • Zoho Analytics: 2021 Look Back

        As we start a new year in 2022, here's some of our top moments from 2021. Zoho Analytics in 2021

      • [Customer Talk] PREMO Group's Analyst Interview at Zoho Day 2022

        Premo Group, a 50 year old Spanish Manufacturing Company, has been our long-standing customer with #ZohoAnalytics. They've been using our platform for their end-to-end, unified business analytics solution.  Hear more from Claudio Cabeza, Director at PREMO