Wednesday, July 3, 2019

Compare the Number of Customer Created Based on First Order Date in Two Different Periods

1. Navigate to Lists > Search > Saved Searches > New.

2. Choose Customer for Search Type.

3. Rename your report in Search Title.

4. In Results tab > Columns subtab > Add the following fields (you may add other fields that you want)

- Field = Name  | Summary Type = Group

- Field = Formula(Text) | Formula = to_char({firstorderdate}, 'MONTH/YYYY')

- Field = Formula (Numeric) | Summary Type = Sum  | Formula = Case When to_char({firstorderdate}, 'MM/YYYY') = '01/2013' then 1 else 0 end  | Custom Label = January 2013

- Field = Formula (Numeric) |  Summary Type = Sum | Formula = Case When to_char({firstorderdate}, 'MM/YYYY') = '01/2014' then 1 else 0 end  |  Custom Label = January 2014

5. Hit Save & Run.

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