Last Modified Date: 03 Sep 2015
The instructions below will result in a rolling sum for the last twelve months.
- In Tableau Desktop, select Analysis > Create Calculated Field.
- In the Calculated Field dialog box, enter a name for the field, such as Rolling Sum.
- In the formula field, type the following, where <field name> is the name of the field for which the rolling sum is being created:
WINDOW_SUM((SUM([<Field Name>])- LOOKUP(SUM([<Field Name>]),-1)), -10, 0)
- Click OK.
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