Hi Mynda

I trust you are well.  Can I just say how much I have learnt from your Dashboards course.  Together with a little macro knowledge I have picked up I have certainly become the go to report person for my organisation and this is keeping me quite busy but my work is appreciated and my skills are in demand.

Most of my reporting is about appending the latest months results to build a view for the last two financial years but there are a couple of measures that I'm struggling to generate.  

I need to generate a total finalised in the last 12 months and roll this forward each month; and

I need to generate a total finalised for the financial year to date and build this over the year.

I'm struggling to determine both how to calculate and collate these results so I can graph them despite looking for Pivot Table and Excel formula based options.  

I have attached a very much simplified example of how my workbook is structured in the hope this will help. I'm looking to include the results of these measures in the Analysis view and the graph them appropriately.  While the pivot table displays includes only the last 2 years of data based on a filter to help manage workbook size I have access to and will need 3 years worth of data to generate 2 years of rolling last 12 months totals.

I hope this is clear enough and that you can assist.

Regards
Daniel