12 Month rolling report

Ashley McAdoo

I am pretty sure the answer to this is "No", but is there anyway to make a 12 month rolling report when the months are only listed as the column headers? I have multiple KPIs (listed in Primary column) and monthly scores in individual columns (1 per month), but the actual names of the months are only listed in the column headers. I would like to set up the report so it doesn't need monthly manual work to only show the past 12 months. Ignore the Frequency column, it doesn't have anything to do with the report I'd like to create.

sheet.PNG

Thanks,

Ashley

Mike TV

@Ashley McAdoo

To make sure I understand, being as this is May 2022 you'd want it to display columns May 2021 through May 2022 and next month when it's June 2022 you'd want it to display columns June 2021 through June 2022? If so, no I don't believe so because the report would have to be able to automatically remove some columns and replace others.

Andrée Starå

Hi @Ashley McAdoo

I hope you're well and safe!

Unfortunately, it's not possible now, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

Here's a possible workaround or workarounds

• Would it work to use generic names for the Columns and then have a so-called helper row showing the actual month names dynamically?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Mike TV

@Ashley McAdoo

To make sure I understand, being as this is May 2022 you'd want it to display columns May 2021 through May 2022 and next month when it's June 2022 you'd want it to display columns June 2021 through June 2022? If so, no I don't believe so because the report would have to be able to automatically remove some columns and replace others.

Andrée Starå

Hi @Ashley McAdoo

I hope you're well and safe!

Unfortunately, it's not possible now, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

Here's a possible workaround or workarounds

• Would it work to use generic names for the Columns and then have a so-called helper row showing the actual month names dynamically?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Ashley McAdoo

@Mike TV, that is correct.

@Andrée Starå , could you please explain more about the helper row idea? And I did submit an enhancement request.

SJ Sellers

@Ashley McAdoo I think he means using the first row of your report to dynamically label the columns.

The screenshot below shows what he means, although this example does not have the rolling months in it - you would do that via formula. But the highlighted cells illustrate the idea of "Helper Row"