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Hi,
I have a simple pivot table which summarize the sum of sales for each customer grouped by Quarter and Year (See attached file).
I want to change the data so instead of the sum of sales for each quarter it will show in each quarter the sum of sales for the previous 5 quarters .
For example, in the attached table - the date for Q4/2025 shows 20 and I want it to show 270 which is the sum of the previous 5 quarters.
Thanks
Try RangeSum(Above(Sum(Sales), 0, 5))
Hi Robert,
This solution will not work since the Pivot table can show filtered Quarters and not A sequence of consecutive quarters.
I need it to calculate the sum of previous 5 quarters from the data itself.
The source of the data shown in the pivot is from a simple table which contains the following:
Customer name, QuarterID sequence, some of sales
Thanks
Shlomo
You may need an extension to the above provided interrecord-feature by dividing the task into two steps. The first will be to wrap the interrecord-logic with an aggr() construct which ignores these selection and ensuring that all needed values are available and the complete calculation could be done. The second step is a boolean condition against it which respects the selections and the object-dimensionalities to filter the first data-set to the wanted subset.
Such approach could become quite complex. Simpler might be therefore to transfer the essential matching into the data-modle by using a logic like: