6 Replies Latest reply on Jun 22, 2018 5:34 AM by Zachary King

# Show Previous Quarter Values

I cannot for the life of me find an answer to this. I am attempting to do the following:

• show a custom shape if the previous quarter's revenue is either greater than or less than the current quarter. (Up arrow if it is greater/down arrow if it is less)

I realize that I have to create a calculated field that says:

IF previous quarter revenue > current quarter revenue

THEN "More"

ELSEIF previous quarter revenue < current quarter revenue

THEN "Less"

At that point I drop this onto the shape shelf and that's that. I cannot for the life of me figure out how to do it.

• ###### 1. Re: Show Previous Quarter Values

see attached

it returns this

Jim

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1 of 1 people found this helpful
• ###### 2. Re: Show Previous Quarter Values

Jim that has done it.

Question, If I add something to the columns row to further segment this data will it continue to operate correctly or would I need to adjust the calculation.

• ###### 3. Re: Show Previous Quarter Values

like this

New formula

If this posts assists in resolving the question, please mark it helpful or as the 'correct answer' if it resolves the question. This will help other users find the same answer/resolution.  Thank you.

1 of 1 people found this helpful
• ###### 4. Re: Show Previous Quarter Values

Jim,

I appreciate your help on this. I got what I needed and do not know if I am to post a new question or keep going on this string.

I am now trying to put a percentage increase/decrease next to the shape using this formula. Cannot post workbook due to data rights. It's the same thing we were working on before. I realize it says quarter I just have not changed the label yet.

• ###### 5. Re: Show Previous Quarter Values

Hi Zach

What we are doing is a hack to get a shape and a number in the same cell

if you want the number to the right of shape then

if you want it on the left

Jim

• ###### 6. Re: Show Previous Quarter Values

Thanks Jim,

What if I want the dollars on the left of the shape and the % change to the right?

Is that possible with this method? Also, what did you do to get the % change? The calculation I posted above does not seem to function properly.

Cheers