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anelliaf's avatar
anelliaf
Helper II
6 years ago
Solved

Trailing 12-Month Visual

Hello,

 

I have the following table showing the sum of costs for yyyy-mm:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I'd like to display this in a basic bar chart, but dynamically show the trainling 12-months from the current month.

 

Thanks,

Frank

  • I'm not sure if there's a way to dynamically alter the start/end points of a visual like that, but you could use some logic to get the same result with a filter - if you use the correct combination of dateadd/eomonth/today, you should be able to define each record as being in the previous twelve months or not, then use it as a visual level filter

     

    edit - I've completely forgotten that there's relative date filtering as an out of the box option, try dropping your date field into that as a visual level filter and seeing if previous 12 calendar months will get you what you want?

3 Replies

  • jthomson's avatar
    jthomson
    Solution Sage

    I'm not sure if there's a way to dynamically alter the start/end points of a visual like that, but you could use some logic to get the same result with a filter - if you use the correct combination of dateadd/eomonth/today, you should be able to define each record as being in the previous twelve months or not, then use it as a visual level filter

     

    edit - I've completely forgotten that there's relative date filtering as an out of the box option, try dropping your date field into that as a visual level filter and seeing if previous 12 calendar months will get you what you want?

    • anelliaf's avatar
      anelliaf
      Helper II

      I added the date field to the visual filter and used the relative date filter.

       

      Thanks for you help!