12 Replies Latest reply on Feb 14, 2020 3:55 AM by Zhouyi Zhang

Get Running Sum of last 3 Periods. Please help!

Hello everyone,

Objective is to get running sum of last 3 periods. I tried to used moving calculation to get the right values and it worked however with limitations.

Moving calculation for the last 3 months does not work when I only filter 1 period. My goal is to make it fixed like when I filter one period which is FY20 P03, the equivalent value that will appear will be FY20 P01 + FY20 P02  + FY20 P03.

Thanks,

Pat

• 1. Re: Get Running Sum of last 3 Periods. Please help!

Hi Patrick,

For selection purpose you need to have parameter of Fiscal period.

Let me know if you are fine with parameter then will let you know the steps to achieve it.

Thanks,

Shruten

• 2. Re: Get Running Sum of last 3 Periods. Please help!

Hi Shruten,

How do I do that step by step? Can you please guide me?

This would be really a game changer for me. It's been months I still have not find a way to deal with this.

Thank you!

• 3. Re: Get Running Sum of last 3 Periods. Please help!

Hi Patrick,

It's possible to share tableau workbook with some sample data?

If possible, please downgrade version to 2018.1 version.

Thanks,

Shruten

• 4. Re: Get Running Sum of last 3 Periods. Please help!

Sure! Let me google how to downgrade version to 2018 upon saving.

shruten parmar

• 5. Re: Get Running Sum of last 3 Periods. Please help!

Thanks,

Shruten

• 6. Re: Get Running Sum of last 3 Periods. Please help!

Here you go!

Thank you for your help!!!

Pat

• 7. Re: Get Running Sum of last 3 Periods. Please help!

Hi PatricK,

Still no able to open. I guess still it's higher version.

Thanks,

Shruten

• 8. Re: Get Running Sum of last 3 Periods. Please help!

Try this 2018.1 V10.5

shruten parmar

Thanks

• 9. Re: Get Running Sum of last 3 Periods. Please help!

Hi, Patrick

Please find my solution attached. as well as below screenshot of the steps and calculation fields I created

Hope this helps

ZZ

• 10. Re: Get Running Sum of last 3 Periods. Please help!

Hi ZZ,

Thank you for your help. However, when I add "dsd" field in row shelf next to period shows different values (as compared in excel)

right values are displayed on excel..

• 11. Re: Get Running Sum of last 3 Periods. Please help!

Are you done sir?

shruten parmar

• 12. Re: Get Running Sum of last 3 Periods. Please help!

then the last 3 period for each "dsd"?

ZZ