Movingsum Function Workaround

Monpero · 2023-05-31T11:32:36+00:00

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Hi Anaplaners,

I'm have 2 line items
Margin and Moving sum

doing a MOVINGSUM on a line item moving sum. And I would like to capture in my line item where movingsum is done.

I would like to calculate MoM Average between 2021 and 2022. And When MoM margins differ by more than 30% - I will replace the value with the margin percentage for the same month a year ago.

Any Idea how to workaround this?.

Accepted answers

AlejandroGomez

Hi @innocent

It seems you are almost there. If I have understood correctly your request, all you need to do is to add an IF statement in your "Moving Sum" line item. Something like this:

IF 'Margin' > 0.3 then Lag('Margin percentage',12,0) else MOVINGSUM(Margin, -12, -1, Average)

I hope this puts you on the right track.

Cheers. Alex

All comments

AlejandroGomez

Hi @innocent

It seems you are almost there. If I have understood correctly your request, all you need to do is to add an IF statement in your "Moving Sum" line item. Something like this:

IF 'Margin' > 0.3 then Lag('Margin percentage',12,0) else MOVINGSUM(Margin, -12, -1, Average)

I hope this puts you on the right track.

Cheers. Alex

Monpero

Hi @AlejandroGomez thanks for the response, I got to solve it with differently. Your response gave a good insight.

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