Rolling monthly target

Patricia_Zavisky
Patricia_Zavisky Member
in Beast Mode

I would like to insert a rolling monthly target into a table for each location. e.g. Location 1 - monthly target is 5. First of the financial year equals 5 then the next month add another 5 which equals 10.

Jan - 5

Feb - 10

March - 15

April - 20 and so on.

Location 2 - monthly target is 7 so,

Jan - 7

Feb - 14

March - 21

April - 28 and so on.

For each of my locations I have been able to create the weekly target and FY target to show in the table but I would like to insert a monthly target in the table to measure total numbers against a rolling monthly target.

This my table now with the FY target inserted. I want to remove the FY target and insert a monthly rolling.

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Answers

  • GrantSmith
    GrantSmith Coach

    You can use a beast mode to do a running total:

    SUM(SUM(`Metric`)) OVER (ORDER BY `Date`)
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  • Patricia_Zavisky
    Patricia_Zavisky Member

    Hi, when I enter OVER and ORDER BY these are not appear to select as per SUM.

  • Manasi_Panov
    Manasi_Panov Coach

    Hi @Patricia_Zavisky,

    Yes, they are not recognized as other functions but are working.

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