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anushahegde
New Contributor III

Rolling sum in quarter

Hi Everyone,

There is a filter called period which contains all the months.

The requirement is

For any year,

For quarter 1,

If Period = Jan is seleted, then sum (Sales) for Jan should be diplayed.

If Period = Feb is selected, then sum(Sales) for Jan + Feb should be displayed.

If Period= Mar is selected, then sum(Sales) for Jan + Feb + Mar should be displayed.

For quarter 2,

If period = April is selected, then sum(Sales) for Apr should be displayed.

If period = May is selected, then sum(Sales) for Apr + May should be displayed.

If period = Jun is selected, then sum(Sales) for Apr + May + June should be displayed

and so on.

Please help me to know how can I do this.

Thanks in advance,

Anusha.

4 Replies
big_dreams
Contributor III

Re: Rolling sum in quarter

can you share sample working file also..

Regards,

Re: Rolling sum in quarter

Is this something you need on the front end of the app or backend scripting?

anushahegde
New Contributor III

Re: Rolling sum in quarter

Hi Sunny,

Anything is fine for me.

silambarasan130
Contributor II

Re: Rolling sum in quarter

Hi Anusha Hedge,

This is like QTD concept.

Use the below expression in your measure.

Sum({<Period={">=$(=Quarterstart(Max(Period)))<=$(=Max(Period))"},Quarter=,Month=>}Sales)


Now, if you select Q1/Q2, the entire quarter sales will be shown. Select Q1/Q2 and then select month you will get the rolling sum value of sales.

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