I would like to calculate the order frequency of my customers.
My goal is to have a formula text field called [Order Frequency] (Monthly, QuarterIy or Annually).....Using the customers' FOD (first order date) as the base line date unless the customers FOD is before 365 days in the past....then base line date = 365 days from current date.
If a customer has placed orders in each of the past months (from base line Date) then = Monthly.
If a customer has placed orders in each of the past and or present quarters (from base line Date) then = Quarterly.
I have two tables: Customers & Orders
I believe this would be simple if I could have multiple OR filters on a summary field.
I appreciate any suggestions.