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Contributor

## Calculating annualized revenue

Hi

I want to calculate annualized revenue i.e. (sum of revenue for previous 4 quarters with respect to my selection)

 Fiscal Year Quarters Revenue FY17 Q1 42 FY17 Q2 26 FY17 Q3 89 FY17 Q4 34 FY18 Q1 32 FY18 Q2 53 FY18 Q3 75 FY18 Q4 40

For example if I select  FY18 Q3 the expression should return me the summed up revenue of FY18 Q3,Q2,Q1 and FY17 Q4 i.e. 194.

Also if there is no fiscal year selection by default it should consider  FY18 .

5 Replies
Esteemed Contributor

## Re: Calculating annualized revenue

Hi,

here i think you should create a quarter_year field to simplify the expressions on the front-end, otherwise it will be a bit complicated..

Contributor

## Re: Calculating annualized revenue

Hi Youssef,

Can you please share a detailed approach..

Esteemed Contributor

## Re: Calculating annualized revenue

on the front end, to write expressions that roll back on the years months quarters etc, we use SET ANALYSIS using DATE field or Month_year field etc (you don't have such informations)..

here the idea is to create a numeric field from your fiscal_year and quarter fields, like this:

Autonumber(quarters&fiscal_year) as quarter_year_num

and use set analysis like this:

=sum({<quarter_year_num={">=\$(=Max(quarter_year_num)-4 <=\$(Max(quarter_year_num))"}>}Revenue)

Esteemed Contributor

## Re: Calculating annualized revenue

tell me if you need a QVF if you couldn't make it work

MVP

## Re: Calculating annualized revenue

Which object are you trying to do this in? What is the dimensions if this is in a chart object?