Sapiens.BI PRO - Analytic Reporting

by sapiens.bi

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.

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#3081 - Moving Average Report

Closed General Question created by Talenscio-Dave 4 years ago

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?

  1. sapiens-bi member avatar

    sapiens.bi Provider

    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

    • Discovery-Dave member avatar

      Talenscio-Dave

      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

    • Discovery-Dave member avatar

      Talenscio-Dave

      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

    • sapiens-bi member avatar

      sapiens.bi Provider

      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

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  • Supported Versions
  • 7.0.0 to 8.6.1
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