1 Reply Latest reply on Jun 3, 2015 9:03 AM by Nicole Bouchard

    Historical Trending of Open Items

    John Brooks

      I am looking to present a trending chart illustrating the number of open invoices for the last 12 months.  Right now I have the following Invoice Data:

       

      Invoice Status (Open, Waiting Payment, Closed)

      Date Invoice Opened

      Date Invoice Waiting for Payment

      Date Invoice Closed

      Invoice ID

      Priority (High, Medium, Low)

       

      I want to be able to calculate the following historically based on the information above:

       

      PriorityMay 2014Jun 2014Jul 2014Aug 2014Sep 2014Oct 2014Nov 2014Dec 2014Jan 2015Feb 2015Mar 2015Apr 2015
      High101520151515202530202020
      Medium567898886655
      Low1515151010152535351511

       

      The number of open invoices changes from month to month.  I want the table or viz to show current month to date and then the last 12 months.  I am not sure if there is a table calculation that can perform this function, or if I need to create some kind of calculated field.  Any help on this matter would be greatly appreciated.