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Partner
Partner

Rolling 13 Month View Not Working As Expected

Hello:

I had asked for assistance with this in an earlier thread and we thought we had it working, but it is not.  I have a stacked bar chart where I would like to have a 13 month rolling view of the data.  I'm using the following expression:

=Sum({<Date={">=$(=MonthStart(Today(),-12))<=$(=MonthEnd(Today()))"}>}CHARGE_AMOUNT)

When I first put this in place, it appeared to work as 201509 through 201609 was displayed.  However, I've now loaded 201610 data and instead of seeing just 201510 through 201610, I'm seeing 201509 through 201610.  I want 201509 to fall off.

Any ideas?  As usual, any and all help will be appreciated.  Thanks in advance.

22 Replies
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Try to check it with just > instead of >=

=Sum({<Date={">$(=MonthStart(Today(),-12))<=$(=MonthEnd(Today()))"}>}CHARGE_AMOUNT)

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Partner
Partner

Do I need to do a reload after making the change?  I would thin I would not have to.  If I don't need to, I made the change, saved it, clicked Apply and then Ok.  No change in the display.

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What is your Date format?

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Partner
Partner

Date format is YYYYMM, i.e. 201610 for October 2016.

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Can you try this:

=Sum({<Date={">=$(=Date(MonthStart(Today(),-12), 'YYYYMM'))<=$(=Date(Floor(MonthEnd(Today())), 'YYYYMM'))"}>} CHARGE_AMOUNT)

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Partner
Partner

Same result.  I still see months 201509 through 201610.

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Would you be able to share a sample? Difficult to know without seeing the issue

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Partner
Partner

Can you use what I provided in the thread?

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Unfortunately Perry, I don't have enough information to propose any changes. I think it should it work and from the information provided, I don't see any reason why it shouldn't work.

But I sincerely hope that some one else might be able to help you better here.

Best,

Sunny