When UTP hits $300,000 in "Total Year to Date" sales, we need to book 3% of that total over $300,000. November works fine on the image I included. The issue is December. I need the result to not include the $535 from November that I already accounted for. The correct December "UPT Rebate amount" should be $26,217, which equals "Total Sales minus Credits" for that month since we went over the $300,000 in November. The correct UPT Booked should be $787, which is 3% of $26,217. I hope this all makes sense to someone. Thank you!
I think I need the "UPT Rebate amount" formula to read something like......if(([Total Year to Date]-300000>0,([Total Year to Date]-300000)-last months UTP Rebate amount,0)
Current measures:
UTP Rebate amount = if(([Total Year to Date]-300000)>0,[Total Year to Date]-300000,0)
UTP Booked = [UTP Rebate amount]*.03
