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  • 1.  18 month Trend Report in SI

    Posted 05-19-2021 20:15
    Edited by Nancy Hanson 05-19-2021 20:55
    HI
    I believe I have it figured out.  Way too much brain power used on this one!
    I've done many trend reports in SI but this 18 month one is kicking my butt.  I'm having problems getting the year to be the correct year since it's a rolling year.
    So my far right column is January 2021, (period 1, year 2021),  I was able to get the previous 12 months  via formulas but now the next 6 previous months I'm confused!
    Has anyone done an 18 month trend report that could give me the formula to get Year?


    Thanks
    N

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    Nancy Hanson
    Blytheco LLC
    Eagan MN
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  • 2.  RE: 18 month Trend Report in SI

    Posted 05-20-2021 07:20
    @Joe Uhl

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    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
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  • 3.  RE: 18 month Trend Report in SI

    Posted 05-20-2021 07:57
    I believe you will need to use one of Excel's most powerful functions, the "nested if" statement.  It is similar to the "if then else" and the "case" syntax used in other programming tools.  I like to start by writing out the logic in pseudo code, then converting the pseudo code to formulas or program statements.



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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Assistant to the Traveling Secretary
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  • 4.  RE: 18 month Trend Report in SI

    Posted 05-24-2021 12:14
    Hi Nancy,

    I have done quite a few trend and rolling trend reports. I use year rows and month rows for doing this logic with if formulas. When previous month is 1 than change year to previous year minus 1 and month is 12. I then point SI functions to these cells for the year and period in the column. If you need more detail let me know.

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    Joe Uhl
    Eide Bailly, Inc.
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