Help with Complicated YTD Aggregate Formula
I need help with an aggregate formula to get sales up to the current date based on the previous sales cycle. I cannot use a basic YTD formula as my needs are a bit more complex. We run annual events and sales can overlap calendar years.
Example if todays date is October 8th 2022 and we are selling into ABC Event taking place November 2019 and my 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.
How can I edit the an aggregate formula to account for those dates too?