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

Дата публикации: Apr 30, 2025
Задача

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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Действия

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

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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.

Номер статьи базы знаний

001462249

Вложения

month-on-month_sample.twbx

1210 KB

 
Загрузка
Salesforce Help | Article