If you can post a packaged workbook (.twbx), someone can provide an example solution for your data set. There are several places to find examples of a Running table calc, in the meantime:
These won't show how to set it up for the previous 12 months, though. Someone can help you with that once a workbook is posted, though!
Attached is the workbook. When I use
WINDOW_SUM(SUM( [Gross Revenue] ),-11,0)
I get the correct results in a table format. But I need to visualize that running 12 result and it doesn't work like so.
If it wasn't complicated enough, the visualization needs to just show the last 12 months.
inquiry workbook.twbx.zip 31.4 KB
What kind of visual?
In Sheet 2 of the workbook I attached represents the visual I need to show, but when I filter to the last 12 months, it makes the window_sum calculation results 'incorrect'
Your formula seems correct to me. The reason why the chart does not seem to be right is because it's showing annual data. I changed it to use a continuous date (month) dimension and it seems correct.
As far as showing the last 12 months goes, you need to create a filter that is based on a table calculation which is applied after the data is retrieved from the backend database.
There are different ways to write these filters, but I used the following:
[Date Filter] = lookup(datediff('month',attr([Fiscal Calendar]),today()),0)
Then, you select [Date Filter] <= 11 to get the last 12 months.
Is this what you are looking for?
inquiry workbook - pm.twbx.zip 58.9 KB
This solution worked perfectly! Thank you very much!