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Sales Totals in Monthly Bucket Columns

edited Jan 3, 2020 1:01AM in Search / Reporting

I want to Total Sales Order Qty's in monthly columns for Sales Rep and Item rows in a saved search.
I know I need to grab Sales Orders and group them by Sales Rep and Item to get my rows.
Then I need to create a formula column for each desired month that sums the applicable quantities using Case SQL statements.

While I'm having trouble finding any old notes or suiteanswers on the specifics, I believe I can muscle through that part (but hints would be appreciated).

But where I really need help is in making it flexible (i.e., a rolling 8 month window).

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