Select An Org
Sort Records Based on This Year's and Previous Year's Sales
Publish Date: Apr 23, 2026
Task
How to sort records based on this year's and previous year's sales.
If you want to sort the records based on this year's sales, or if there are no sales this year, based on the previous year's sales.
Current behavior
Desired behavior
Steps
2. Drag Date to Columns and Company to Rows.
3. Drag Sales to the view as show below.
4. Create a new calculated field as follows:
Name : Previous Year Sales
Calculation : {FIXED [Company]:SUM(
IF DATEPART('year', [Date]) = YEAR(TODAY()) - 1
THEN [Sales] END)}
5. Create a new calculated field as follows:
Name : This Year Sales
Calculation : {FIXED [Company]:SUM(
IF DATEPART('year', [Date]) = YEAR(TODAY())
THEN [Sales] END)}
6. Create a new calculated field as follows:
Name : Sort by Sales
Calculation : IF [This Year Sales] >= 1
THEN [This Year Sales] * 1000000000000
ELSE [Previous Year Sales]
END
7. Right-click on Company on Rows and select Sort.
8. Set the sort as follows:
Knowledge Article Number
001458544
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