
Hi
I have a table in Tableau Prep with the following fields:
- Month Begin Date
- Unique Customer & Product ID
- Customer ID
- Product ID
- Revenue
I have aggregated the data so there is only one Unique Customer & Product ID for each Month Begin Date.
I want to create a calculated field called Rolling 3 Month Revenue (aka R3M Revenue)
I want the result of this field to sum Revenue for the Month Begin Date in the row, plus Month Begin Date minus 1 month and Month Begin Date minus 2 months.
I have attached an example of my desired output.
Any help would be appreciated. Thanks
8 respostas

Thank you. I'm getting closer with this. In the above screenshot you sent, I would expect result for 01/01/2024 to be 1, and result for 02/01/2024 = 3. Why isn't that the case?
Really appreciate your help with this