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Question

Ranking based on occurrence of sales order for an account for the quarter

  • February 4, 2026
  • 3 replies
  • 83 views
R
Trendsetter
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I have a transaction data containing 3 columns:
Quarter
Account
Sales Order
I need to insert rank columns wherein the condition is:
For an account whenever gets any Sales Order in a quarter, it should be assigned a rank for the line items for the quarter in ascending order of the quarter

Example1:

Quarter Account Sales Order Rank
2024-Q3         Alpha 100 1
2024-Q3         Alpha 200 1
2025-Q2         Alpha 300 2
2025-Q3         Alpha 50 3
2025-Q4         Alpha 70 4
2026-Q2         Alpha 80 5


Example 2:

Quarter Account Sales Order Rank
2024-Q2 Beta 50 1
2026-Q1 Beta 10 2
2026-Q2 Beta 20 3


Thanks in Advance!
 

3 replies

CDALMAY
Master Helper
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  • CDALMAYMaster Helper
  • Master Helper
  • February 4, 2026

Hey ​@Rushi,

Is that what you had in mind ?
 

 

Let me know

Clement
R
Trendsetter
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  • RushiTrendsetter
  • Author
  • Trendsetter
  • February 4, 2026

Hi ​@CDALMAY , a condition i missed out in the example is - an account in a quarter has sales order nil but still featuring in the quarter- the rank should not be applied 

 

G
Employee
  • GigiEmployee
  • Employee
  • February 9, 2026

​@Rushi You could try something along the lines of this to achieve what you’re looking for. 

 

I’d suggest also taking a look at the Rank function page of the Help Centre to get more ideas of how you can use this.

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