Attached file is having solution.
Here I had created a year parameter & also created two sales field. One for this year & another for previous year. Also, changed the fiscal year month to April.
For this year Sales -
if [Year Parameter]==([Year]) then ([Sales]) end
For Previous Year Sales -
if [Year Parameter]-1==([Year]) then ([Sales]) end
Running Sum of Sales -
if attr(month([Ship Date]))==4 then window_sum(sum([Previous Year Sales])) else
running_sum(lookup(sum([Year Sales]),-1))+window_sum(sum([Previous Year Sales])) end
Hope this may help!
Also always try to add some sample workbook(.twbx) file according to your data source so that we can suggest you according to that.
Running Sum.twbx 968.5 KB
Thanks a lot for your help.
I will try the same on my data and will let you know with the results
However the above workbook is for years, please let me know if it is possible for month
Actual requirement is know the count of repeat customers may be "count(customer name)" in case of superstore data
if we want data for 2013 then we select FY2013 and all months for FY2013
When we require for April 2014 then we need whole data from FY2013 and also April 2014
For May 2014 we need whole data from FY2013 and April 2014 and May 2014
For June 2014 we need whole data from FY 2013 and April 2014 and May 2014 and June 2014
and so on....
Thanks & Regards,
Can some one please help?
Need help ASAP
Just create a running total and reset by month.
All running totals may be reset by day, month, quarter, years.
This is a std function and may be drawn as lines. You have to use a separate running total for each reset function.
Hope this helps. Otherwise post you workbook example and I will show you how.
Thanks for the reply I am attaching a sample file based on superstore
I would like to find the count(customer names)
Please help to find with the below requirement
data for 2012 then we select FY2012 and all months for FY2013
When we require for April 2014 then we need whole data from FY2013 and also April 2013
For May 2013 we need whole data from FY2012 and April 2013 and May 2013
For June 2013 we need whole data from FY 2012 and April 2013 and May 2013 and June 2013
and so on....
This cannot be achieved through filter
Sample.twbx 970.2 KB
Ok I added four sheets. The sheet Select Range does what I think you require. You may select any financial year and add any number of months of the following financial year. You can either move the slider or click on the dates and enter manually or use the calendar pop-up.
You must just click on the Order Date filter on the top RHS and select the start date and end date and it should do what you require. I have selected FY2012 and added April/May 2013. I have also added running total per Q and per Y plus subtotals per quarter as well as grand total. These are all standard filter functions. I have also copied this sheet and made a line graph as you require.
The other sheets use the page filter and quick filter using year to look at each financial year only.
Hope this helps.
SampleGD.twbx 989.0 KB
Thanks for the help Greg,
Will try the same and keep you posted.
Thanks a lot Greg for all your help
It worked for me