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Dear all,
To simplify, I have a dataset in the format of
Column A Column B Column C Column D
Product Business Unit Date Sold (Month level) Gross Margin
The products in column A are of tens of thousands different ones over the past years.
Also, not all products are sold in every month every year.
I have to figure out that for any given month, which products have the trailing 12 months cumulative gross margin of less than X dollars. Ideally, I should be able to trace in which business unit these particular products are sold.
I have been reading through the posts but seen no one in the similar situation.
Could anyone please help me out? 🙂
Best regards,
Desperate Analyst
Solved! Go to Solution.
Thank you everyone for replying 🙂 The issue was finally solved with a calculated column containing a combination of calculate, sum, filter, and datesinperiod
Hi @Anonymous,
Please follow this blog to provide more detailed information:
How to Get Your Question Answered Quickly
Best regards,
Yuliana Gu
Thank you everyone for replying 🙂 The issue was finally solved with a calculated column containing a combination of calculate, sum, filter, and datesinperiod
Hi,
Share some data and also show the expected result.
Hi @Ashish_Mathur and thanks for the reply!
Sharing data seems to be a done thing here?
Just curious about this, since many of us probably are solving issues that occurs at work.
Thus, do people just generate dummy data for seeking help?
Yes, share dummy data
Thank you @anandav ! I will go through this post with thoughts and close the post if it helps 🙂
Thank you @davehus for the reply 🙂 The column C is in a date format, but they are only on a monthly level, that is 1.11.2016, 1.12.2016, 1.1.2017, etc. 🙂
I think I have tested the Dates in Period function, but it doesn't seem to be right.
Because I have thousands of different products in column A, does this function automatically recognise that the products are different?
I calculated the annual rolling measure for this dataset by using group by, which is most probably correct. Then I compared it with the results I got from rolling measures, so far I haven't got them to match yet. ;(