Knowledge Base Article

Rolling Trailing 12 Months

Question

I'm looking for how to create a chart that shows how my business is performing for the last 12 months at each month-end for a set period. For example, the period ending March '20 would sum up Apr '19 to Mar '20. April '20 would sum up May '19 to Apr '20, etc. Each period in the graph would be the trailing 12-month data.

Answer

For this, you can create a line/column/area/bar chart with the months as the x-axis, then for the formula use RPSUM or RPAVG, the formula should look like this:
RPSUM([measure],12)
12 indicating the number of periods back
Published 10-16-2021
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