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gkohut
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Quote gkohut Replybullet Topic: Problem With Formula
    Posted: 12 Oct 2017 at 10:13am
I am trying to find away to write a formula that will give me the number of NEW customers in the current months and/or previous months.

my logic was using the invoice created date and company

created is less than the current date and them see if there is an invoice for the company in the other dates.

{Created} > DateTime (2017,10,06) and ({@S2}) <> {Company})

{Created} is Invoice Date
{Company} is Company
{@S2} is a formula that contains {Company}


Edited by gkohut - 12 Oct 2017 at 12:01pm
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hilfy
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Quote hilfy Replybullet Posted: 17 Oct 2017 at 9:02am
Hi gkohut,

If I understand you correctly, you are defining a new customer as one who has not had any previous orders. Is that correct?

How are you filtering your report? In other words, what do you have in the Select Expert? Are you filtering by dates at all?

-Dell
DecisionFirst Technologies - a Proviti Enterprise
9-Time SAP BusinessObjects Partner of the Year.
www.decisionfirst.com
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gkohut
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Quote gkohut Replybullet Posted: 17 Oct 2017 at 9:09am
Dell,

I have it Grouped By Company Then Created.

In theory it is real simple . . .How many new customer in the current month, but I just can't get my head around it to make it happen
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gkohut
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Quote gkohut Replybullet Posted: 17 Oct 2017 at 9:11am
eventually  I would like to have a chart in my summary page at the report to show whether we are growing new customers
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Quote hilfy Replybullet Posted: 17 Oct 2017 at 9:22am
So you're looking at all of the invoices in the database to determine whether a client is "new"?

-Dell
DecisionFirst Technologies - a Proviti Enterprise
9-Time SAP BusinessObjects Partner of the Year.
www.decisionfirst.com
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gkohut
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Quote gkohut Replybullet Posted: 17 Oct 2017 at 9:40am
Dell

Yes, Correct
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hilfy
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Quote hilfy Replybullet Posted: 17 Oct 2017 at 9:43am
This is going to be more easily done using a command (SQL Select statement) instead of linking tables in the report. What type of database are you connecting to? If you would like help with the command, please post the SQL that Crystal has generated for the report.

-Dell
DecisionFirst Technologies - a Proviti Enterprise
9-Time SAP BusinessObjects Partner of the Year.
www.decisionfirst.com
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gkohut
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Quote gkohut Replybullet Posted: 17 Oct 2017 at 9:45am
Dell,

Just an excel spreadsheet
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gkohut
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Quote gkohut Replybullet Posted: 17 Oct 2017 at 9:50am
 SELECT `'Hoja_1_'`.`Created`, `'Hoja_1_'`.`Company`, `'Hoja_1_'`.`Total`, `'Hoja_1_'`.`Profit`, `'Hoja_1_'`.`Customer`
 FROM   `'Hoja 1$'` `'Hoja_1_'`
 WHERE  `'Hoja_1_'`.`Customer`<>'gkohut@hotmail.com' AND  NOT (`'Hoja_1_'`.`Company`='Advantek Lighting Inc.' OR `'Hoja_1_'`.`Company`='Lumisolution')
 ORDER BY `'Hoja_1_'`.`Company`

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Quote hilfy Replybullet Posted: 17 Oct 2017 at 9:55am
You can't write a command against an Excel spreadsheet, unfortunately. How does the data get into the spreadsheet?

-Dell
DecisionFirst Technologies - a Proviti Enterprise
9-Time SAP BusinessObjects Partner of the Year.
www.decisionfirst.com
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