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How to calculate month-on-month rate without using table calculation

Udgivelsesdato: Apr 30, 2025
Opgave

How to calculate month-on-month rate without using table calculation.

Note: Extra step is needed to filter the null data etc. when using the table calculation to achieve the same result. The method below describes how to do it without using the table calculation.

Before:
User-added image
After:
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Trin

Add a data source for the last month data.
1. Add [order] sheet in Data source page and create a relationship as shown below

User-added image
2. Create a calculated field:
Name: TS_month-on-month
Value: SUM([Sales (Orders1)])/SUM([Sales])
3. Filter the [order date].
4. Add [TS_month-on-month] to the text card.

Vidensartikelnummer

001462249

Vedhæftede filer

month-on-month_sample.twbx

1210 KB

 
Indlæser
Salesforce Help | Article