Sapiens.BI helps you produce effective reports with charts in a fast and easy way. It is a Sugar and SuiteCRM BI plug-in with powerful reporting capabilities, ease of use, elegant design, and a quick and easy setup. This Reporting Tool is easy to use, there is no need for technical knowledge or SQL. The Sapiens.BI tool comes with over 100 pre-built reports.
#3081 - Moving Average Report
Hi,
I've looked through the manual... I'm sure it's possible to create reports based on moving average but I can't work out how it can be done.
Are you able to assist? I'm looking for reports on opportunity value and invoce values that will show the moving/rolling average by 3, 6 or 12 months. Is this possible?
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- carlort
4 years ago
Hello Dave,
If I understand, you want to see AVG for last 3, 6 or 12 months? If this is correct, you can add Date filter 'Passed days' - and enter e.g. '90' for last 3 months. It will always calculate AVG for last x days based on date when you run a report.
Then under 'Aggregates' tab select "AVG" for Average.
But if this is not what you need, maybe we should schedule a live web meeting for better explanation?
Best Regards, IT Sapiens Team
4 years ago
Hi, thanks for the reply. That's not quite what we need, how can I schedule a live meeting with you?
Thanks
4 years ago
This link explains calculating rolling monthly average which is what we are trying to acheive with Analytic Reporting
https://bizfluent.com/how-6910909-do-calculate-trailing-average-.html
4 years ago
Hello,
Thank you for the description, - I still think it is passed x days and then in addition to what we described above, - under "Grouping & Sorting" group by Date - can select Month or Quarter or Year.
But just to be sure, we have sent you the live meeting proposed time spots via e-mail. Please let us know in case you haven't received any e-mail.
Bets Regards, IT Sapiens Team