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One way to do this is to create a table calculation similar to the following:
(ZN(SUM([Profit])) - LOOKUP(ZN(SUM([Profit])), -1))
Then, depending how the view is set up, the calculation will need to change how it is being computed. So if Year(Order Date) and Month(Order Date) were both on the rows shelf and this calculation was on the text shelf, right click and select Edit Table Calculation. Compute Using-->Advanced. Add Month of Order Date and Year of Order Date to the Compute Using box. Then, place Year of Order Date at the level and Month of Order Date for Restarting every.
Hope this helps a bit!
Hi Tracy -
Thanks for your answer...the calculation seems to work but if I wanted to show this with a continuous line, it seems more difficult and the calculation fails...(since I can't show both the quarter and year pills at the same time)...
To clarify my response, I cannot seem to get the correct calculation in a continuous date; I can make it work with a discrete date (blue pill), but this does not give me the view I am looking for.
Is there a different calculation I need to create for a continuous line?
Can you provide a sample packaged workbook that represents your situation?