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Grouping low level data at a higher level and performing calculation based on this higher level

    Question

  • Hello,

    I am new to PP so I suspect this is a fairly straightforward question.

    I have a table that shows customer purchases by invoice and by financial year. I would like to group these at the customer level for each year and then determine if the second year was an increase or decrease than the first. So take:

    Customer, Invoice #, $, FY

    ABC, 123, $15,000, 2018

    ABC, 123, $5,000, 2018

    ABC, 123, $25,000, 2017

    ABC, 123, $7,500, 2017

    Summarize as

    Customer, $, FY

    ABC, $20,000, 2018

    ABC, $32,500 2017

    Then determine if 2018 was higher or lower than 2017

    As I said, it is probably fairly easy but I am new and would love some help with this.

    Thank you

    Tuesday, May 21, 2019 12:52 PM