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Obtain a 12 Month rolling average and display the last 12 months data only

Date de publication: Apr 28, 2025
Tâche
How to get a 12 Months rolling average and display the last 12 months only?
Étapes

Please review the following step:

1. Create a calculated field with the following code:
  
Name: Hide Month

Calculation: LOOKUP(MAX(DATETRUNC('month', [Ship Date])),0)

2. Drag the new calculated field to the Columns shelf and right-click to Compute Using > Cell.

3. Drag the calculated field to the Filters shelf and select all values. Right-click to select Continuous.

  
 

4.  Set the filter as a Relative Date filter and select the last 12 months as shown below.


 
Numéro d’article de la base de connaissances

001463586

Pièces jointes

12 Months Rolling Average.twbx

1169 KB

 
Chargement
Salesforce Help | Article