So, this is great and am putting it to use... except I am hitting a huge snag... I am trying to do a rolling 12 months sales report... so I just replicated your proposed formula x12. Problem is I have months where there are no data points (no records) and Salesforce, in such case, just omit period in the summary report :-\ So I am ending with not really a last 12 months rolling sales report, but rather last 12 available iterations with records on the period. How would you propose to deal with that gap?
Sos un capo hermano, me salvaste. Gracias.
Thanks you so much for this ! Very helpful for my desire to build MAT's / Rolling Totals / Last-Twelve-Months into Salesforce.
this is awesome, thanks mate!
So, this is great and am putting it to use... except I am hitting a huge snag...
I am trying to do a rolling 12 months sales report... so I just replicated your proposed formula x12. Problem is I have months where there are no data points (no records) and Salesforce, in such case, just omit period in the summary report :-\
So I am ending with not really a last 12 months rolling sales report, but rather last 12 available iterations with records on the period. How would you propose to deal with that gap?
Is it possible to spit out a percentage increase instead of currency?
Yes, you will use ----( the cumulative amount formula) / PARENTGROUPVAL(Amount__c:SUM , GRAND_SUMMARY)
Can you do this for all time? It seems to only let me do up to 12 months?
yes
Thanks