7 Replies Latest reply on Sep 12, 2018 7:43 PM by Sing Yan Ang

# Compare Running Total (12 Months) for this Year and Previous Year

Hello!

Month/Year
Net Value
Running Total (12 Months)
March 20161000
April 20162000
May 20163000
June 20164000
July 20165000
August 20161000
September 20161000
October 20161000
November 20161000
December 20161000
January 20171000
February 20171000
March 2017100022000
April 2017100021000
May 2017100019000
June 2017100016000
July 2017100012000
August 2017100012000
September 2017100012000
October 2017100012000
November 2017100012000
December 2017100012000
January 2018100012000
February 2018100012000
March 2018100012000
April 2018100012000

I used the above code to successfully obtain the 12-month running sum at each month. However, is there a way that I can compare this amount for a specific month in this year and that in the previous year by using two line graphs? E.g. Rolling 12 months for March 2017 vs March 2018, April 2017 and April 2018. I tried doing this with two 'MONTH' variable in columns and fixing the range for one of the axis to start 1 year later as shown below. However, I will face a problem in future when data from newer months are added. Thanks in advance!

• ###### 1. Re: Compare Running Total (12 Months) for this Year and Previous Year

Hello Sing Yan Ang,

Please try Quick Table Calculation, and refer to the attached workbook for details.

Regards

Lei

• ###### 2. Re: Compare Running Total (12 Months) for this Year and Previous Year

Hello! Thank you for helping! But I am stuck at the graphing portion:

The months seem to be arranged in this way: May 2018, June 2016, June 2017, June 2018, July 2016 .... instead of chronological sequence. Do you know what went wrong?

• ###### 3. Re: Compare Running Total (12 Months) for this Year and Previous Year

Oh I figured it out! Year should be above Month in Table Calculation. Thank you so much!

• ###### 4. Re: Compare Running Total (12 Months) for this Year and Previous Year

Hello Sing Yan Ang,

Just change the order by drag & drop.

Regards

Lei

• ###### 5. Re: Compare Running Total (12 Months) for this Year and Previous Year

Hello Lei!

Do you happen to know how I can calculate the percentage difference between a specific month in the current and previous period. E.g. Rolling 12 Months Total Net Value for Feb 2017 vs Feb 2018

Thank you!

Sing Yan

• ###### 6. Re: Compare Running Total (12 Months) for this Year and Previous Year

Hello Sing Yan Ang,

You can achieve this by using "add secondary calculation".

Regards

Lei

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• ###### 7. Re: Compare Running Total (12 Months) for this Year and Previous Year

Thank you so much