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Helper II

Last 12 Months (LTM) Operating Profit Calculation Measure

Hello Experts,

Appreciate your help on creating a measure to calcuate the last twelve months (LTM) of core operating profit. Below is the table with data and how it is being calculated in Excel. FY = Fiscal Year from April to May and CY = Calendar Year from Jan to Dec.

 FY Sep 21 FY Oct 21 FY Nov 21 FY Dec 21 FY Jan 21 FY Feb 21 FY Mar 21 FY Apr 22 FY May 22 FY Jun 22 FY Jul 22 FY Aug 22 FY Sep 22 CY Sep 21 CY Oct 21 CY Nov 21 CY Dec 21 CY Jan 22 CY Feb 22 CY Mar 22 CY APR 22 CY May 22 FY Jun 22 FY Jul 22 FY Aug 22 FY Sep 22 4800 4752 5816 6250 3524 2252 9655 6523 2345 6585 2548 6352 4585

Core operating profit for LTM, with period selected Sep 22 will be:

FY sep 21 value (9655) - FY mar 21 value(4800) = 5055 + FY sep 22 value (4585) = 9640

From the period selected month, it should pick up the fiscal year end month value. This value should be deducted from period selected less 12 months.

Regards,

2 REPLIES 2
Helper II

Hello daXtreme

Sorry, if the logic is not clear. What i wish to accomplish is to get Core operating profit for the period September 2022, based on the following formula :

Value from Fiscal year end (march month) - value from September 2021 + value from September 2022.

based on the selection, the measure should calculate the operating profit for the selected period.

please do let me know, if this is still not clear and i will do a detailed write up.

thank you.

Solution Sage

The data as well as the calc logic is not clear.

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