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Last quarter calculated item not displaying the right amount

  • 28 September 2023
  • 4 replies
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Userlevel 2
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Hello,

I have used the LQ calculated item to create a table but the amount displayed in April 2023 LQ is the amount of jan 23 actual.  Can you help me ? 
Thanks 

 

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Best answer by Cedric LJ 29 September 2023, 15:10

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4 replies

Userlevel 4
Badge +4

Hello !

 

Can you share how you condigured your Calculated Item ? 

Also, what value would you expect if not the last quarter from the actuals ?

 

Thanks

Userlevel 2
Badge +5

I added a calculated item and selected “last quarter” . It has created the formula below.
Last quarter from actuals should to the sum of jan 23, feb 23 and march 23.
Currently it only retrieves March 23 value.

.

Userlevel 4
Badge +4

Hey, 

 

The aim of Last quarter is to take the value you had in the month, 1 quarter before, so not for the full quarter.

To get the full quarter, you can use the cumulate selector you have here available, cumulate over month and reset it every quarter. I think this would do the trick.

If yes, could you share the setup here via a screenshot ?

 

Thanks

Userlevel 2
Badge +5

I found a solution i have created a quarter hierarchy linked to the month and the year :)

Thanks

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