Hi there - I'm trying to use a helper column in my table that will return the sum of customer sales for a given year, on the first occurrence of that customer in that given year. Here is my table layout:
Posting Date Customer No. Sale Amount Year Yearly Sales 1/1/18 CUST100 $100 2018 $1,600 1/5/18 CUST100 $300 2018 $0 1/8/18 CUST100 $500 2018 $0 1/11/18 CUST100 $700 2018 $0 12/31/17 CUST100 $50 2017 $525 11/15/17 CUST100 $75 2017 $0 12/11/17 CUST100 $400 2017 $0
As you can see, for 2018 there are 4 entries totaling $1,600 worth of sales. I want to return that total on the first line where the Customer appears for that given year. So $1,600 would show on the first line for CUST100 in 2018, and $0 will show for the remainder of the entries for that customer during the same year. The reason I need to do this is so that in my pivot table I can show total sales for a customer year over year, without inflating the numbers. I'm open to suggestions for how to make this more elegant.
Thank you.
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