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Rolling 12-Month trend in a report ?????? RRS feed

  • Question

  • Below is the PPS report that I have designed for getting the counts of different payment plans. Currently if a user has to choose a year or month for displaying these totals. Now they also want me to give them the ability to see the Rolling 12-Month Trend..For e.g.; if they select 2009 July the results should display the totals of each month going back till 2008 July. Can someone tell how to acheive this for getting all the earlier 12-months from the current selection of the user ?

    Current Output: If the user selects 2007 and 2008 and 2009

    Payment Plan Description     2007           2008          2009

    Full Pay                              24871
    3-Pay                                 7339
    12-Pay Monthly                   3978
    11-Pay Monthly                   1215
    4-Pay                                 53
    Unknown

    Desired Output: If user selects 2009 July

    Payment Plan Description     2009 July 2009 June..................................................................2008 July
    Full Pay                              248    123 .................................................................................11
    3-Pay                                 73       24
    12-Pay Monthly                   39       32
    11-Pay Monthly                   121     16
    4-Pay                                 53       11

    Friday, November 13, 2009 8:15 PM

Answers

  • Have you thought about using a Filter Link Formula?  Based on the users selection you could then use a formula based on their selection to return your selection.

    Part III: Use the Formula Editor to specify how a filter works
    http://office.microsoft.com/en-us/performancepoint/HA102433971033.aspx#3
    Dan English's BI Blog
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    Please mark posts as answer or helpful when they are.
    Monday, November 16, 2009 12:15 PM