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Trailing Chart (One month have one value of previous 12 months)

Hi,

I have a problem relating trailing chart, it's not the roll-owing month (cumulative 12 months ) . Attached is the application I am developing please suggest how can I take the value of each month selected from Month filter to show one value of it's last 12 months. I also created two fields one for today and one for last 12 months for each date.

I want to show the summing amount coming in straight table for selected month(for last 12 months).

Please help me in this regards.

3 Replies
Not applicable
Author

Hi Muhammad,

Did you find any solution for the above problem.

I am facing a similar problem.

My data looks like this:

Month_Period                    Amount

Jan 2012                              100

Feb 2012                              200

Mar 2012                              150

Apr 2012                               50

May 2012                              100

Jun 2012                                50

and so I want a trailing 3 months graph or chart should look something like this:

Month_Period                    Trailing_Amount

Jan 2012                              100 [=100+0+0, 0's from previous months]

Feb 2012                              300 [=200+100+0]

Mar 2012                              450 [=150+200+100]

Apr 2012                              400 [=50+150+200]

May 2012                             300 [=100+50+150]

Jun 2012                               200 [=50+100+50]

Please share if you have made any progress on this problem statement.

Thanks.

Not applicable
Author

Please try above( sum( Trailing_Amount ), 3 ).

SergeyMak
Partner
Partner

Please try

Sum({$<

Calendar.MonthNo,

Calendar.Year,

[Month-Year],

Date={$(='">' & Num(AddMonths(Max(Date),-3),'###0') & '<='& Num(Max(Date),'###0') & '"')}

>} Value)

and select Accumulate 3 steps back

You should point out all Date Field in Set Analysis statement which you select. For example Month, Year, etc...

See example attached

tmp.png

Regards,
Sergey