To build the desired invitation list, follow these steps:
1. Generate a list of all customers who have purchased at least one of our products in the last two weeks.
To do this, create a User-Defined Date Range, 'Range', and apply this new User-Defined Date Range in a filter condition on the 'OrderInfo' table. Name this new table 'RecentCustomers'. The 'RecentCustomers' table will to have two columns, 'Customer Company' and 'Order Date'. We require the 'Order Date' field to specify the date condition, but the column can then be hidden.
2. Generate a list of the top 3 customers for this year. To do this, apply a ranking condition to the 'OrderInfo' table so that it only lists the top 3 customers based on the sum of the 'Total' sales for each customer.
3. Once we have both of these tables, we can unite them into a single table. Create a Composition table using the 'union' set operation. This requires that both base tables have the same number of columns, so hide all the columns of both tables except for the 'Company Name' columns. Name this new Concatenated table 'CustomerList'. This table contains the list of Company names to whom we wish to send invitations.