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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
  1. 12 de abr. de 2024, 21:41

    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

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