Rolling 12 month - need to mark line items in a sheet if they fall in the last 12 months

Melissa Bosi

I have a detail sheet where we gather data as projects are closed. We want to be able to have reports and dashboards for the current year as well as the last 12 months. I have current year figured out without any issues, but I am struggling with how to filter for a Rolling 12 month period. I have created a Metrics Sheet to be able to identify which months are included in the rolling 12 months:

I need a formula that will lookup the month-year that is in the Rolling 12 month period and populate a check box (yellow column below).

This will allow me to run different queries and populate a table shown below for multiple reports and charts on the dashboards.

Paul Newcome

Try something like this:

=IF(OR(AND(MONTH([Date Column]@row)<= MONTH(TODAY()), YEAR([Date Column]@row) = YEAR(TODAY()), AND(MONTH([Date Column]@row> MONTH(TODAY()), YEAR([Date Column]@row) = YEAR(TODAY()) - 1)), 1)