Hey David,
This is very helpful, thank you. Apologies if I misunderstood your earlier question on the quantity field. While the base ‘quantity’ field is not a calculated field, the ‘new qty’ field is a calculation:
// New Qty
sumIf( qty, date >= parseDate('2022-11-01'))
Everything you recommended I was able to create and it worked great up until the Item savings amount formula where maybe my above ‘new qty’ calculation might be the issue here? Because I get a error: ** “Mismatched aggregation. Custom aggregations can’t contain both aggregated and nonaggregated fields, in any combination.” **
I tried removing that calculation and just reverting to the base ‘quantity’ field to confirm there would be no errors and it would provide an output to a KPI and it does however since that date filter has been removed its not accurate. But I’m not sure how to adjust that calculation to get around that error and also keep the date… Do you know a trick there by chance?
Again, thank you so much for all of your help!