Line chart showing values for previous 12 months

[#1]

Hi There, On the left side in my dashboard i have my Actual Trends and right hand side shows FY and Period.  I want the actual trend Line chart to show the values for previous 12 months, say in click on FY 2016, Period: 3,, i want actual trends to show values from 2015 03 to 2016 03..... Can anybody help me with the same please ? Thanks indeed.

[Anonymous]

see this, really helpful for you:

Set Analysis for certain Point in Time

[Peter_Cammaert]

Use set analysis to adjust the dimension values (Timeline) you want to display.

Imagine that you have a Date field somewhere (MyDate) that also exists in Month and Year versions. The latter can be shown as listboxes. The former will be used to control set analysis like this:

=sum({<MyDate = {">=$(=MonthStart(AddMonths(Max(MyDate), -12)))<=$(=MonthEnd(Max(MyDate)))"}>} SalesAmount)

Peter

[#4]

Thanks a million

[#5]

Thank you very much

[#6]

Hey Balaraj,,

This is my expression in here :

if(Headline_Fig= 'Gross Margin', sum({<FY={$(vMaxYear_CompletePeriod)},Period={'>=$(=Min(Period))<=$(=Max(Period))'}, Flag={'Actual'},[Headline_Fig]={'Gross Margin'}>}Amt),

if(Headline_Fig= 'Controllable Contribution', sum({<FY={$(vMaxYear_CompletePeriod)},Flag={'Actual'},[Headline_Fig]={'Controllable Contribution'}>}Amt),

if(Headline_Fig= 'Gross Revenues', sum({<FY={$(vMaxYear_CompletePeriod)},Flag={'Actual'},[Headline_Fig]={'Gross Revenues'}>}Amt),

if(Headline_Fig= 'Net Revenue', sum({<FY={$(vMaxYear_CompletePeriod)},Flag={'Actual'},[Headline_Fig]={'Net Revenue'}>}Amt)))))

What do i need to change in here to make show values for previous 12 months ?

Thanks for the help.. Much appreciated.... Thanks indeed !!

[#7]

Hey Peter,

This is my expression in here :

if(Headline_Fig= 'Gross Margin', sum({<FY={$(vMaxYear_CompletePeriod)},Period={'>=$(=Min(Period))<=$(=Max(Period))'}, Flag={'Actual'},[Headline_Fig]={'Gross Margin'}>}Amt),

if(Headline_Fig= 'Controllable Contribution', sum({<FY={$(vMaxYear_CompletePeriod)},Flag={'Actual'},[Headline_Fig]={'Controllable Contribution'}>}Amt),

if(Headline_Fig= 'Gross Revenues', sum({<FY={$(vMaxYear_CompletePeriod)},Flag={'Actual'},[Headline_Fig]={'Gross Revenues'}>}Amt),

if(Headline_Fig= 'Net Revenue', sum({<FY={$(vMaxYear_CompletePeriod)},Flag={'Actual'},[Headline_Fig]={'Net Revenue'}>}Amt)))))

What do i need to change in here to make show values for previous 12 months ?

Thanks for the help.. Much appreciated.... Thanks indeed !!

[Peter_Cammaert]

Probably you cannot use your variable vMaxYear_CompletePeriod and Min/Max(Period) anymore because calculating the lower limit date that is 12 months earlier is ugly (wasted energy) with these fields. Do your data records have a real date field attached? A calendar object?

Peter

[#9]

Hey Peter,,

Yes it has real date field.. and calendar object

[Peter_Cammaert]

In your nested IF, there is only one sum() that takes into account your Period selection. The others don't. Do you want them to include the entire previous year?