1 Reply Latest reply on Apr 30, 2018 5:00 AM by daniel.andell

    Lock period when action

    daniel.andell

      I have a 12 month running total from previous month and when I use actions on rare sales the 12 month period changes.

      As you see in my template I have a sorting key to make it sort from previous month.

       

      Is there a way to make this period stay the same no matter what filter I make? Test my dashboard and filter on customer C to see how the period Changes when it is no sales.

       

      Sort key formula

      DATEDIFF('month',[Sales date from PY and back],{ FIXED :MAX([Sales date from PY and back])})%12