9 Replies Latest reply on Jun 28, 2016 1:20 PM by Ron Schultz

    Dynamic rolling 3 mo calculation

    Mikey Michaels

      Hello Friends,

      I hope this message finds you well.

      I'm a very new to Tableau so I hope what I'm asking for is a simple request!


      On the attached, I would like to create a current rolling 3 month calculation based off my "Month" date field. With that rolling 3 month field, I would then like to use this field to compare "Order Value" with the next previous rolling 3 months. So, I would like to compare the current rolling 3 months against the previous rolling 3 months. Is that possible?



      For example. in my data set, I have data from April 2015 - March 2016. So my current rolling 3 months would = Jan, Feb. March of 2016.. And the previous rolling 3 months would be Oct, Nov, Dec of 2015. I would like this to be dynamic so when I add another month of data to my Excel sheet, the calculations automatically update.


      Here is a quick mock-up:



      Thank you everyone for your time!