Case #5

Calculating a 12-month rolling sum


  • Calculating a rolling sum using the Aggregate analysis
  • Editing the chart title & removing the legend
  • Saving the document and creating folders
  • Setting the chart dimensions & exporting to PowerPoint


If you get stuck trying to replicate the example, use the video or worksheet to see what to do next.

Video (Note that since making this video we have further developed some elements in app and our structure of the data)


To the see exact construction of the document, you can download the file here.

Learning resources for this case

Different views – entry-points and how to work with them

What is the analysis tree?

Working with the Analysis tree - video 

Aggregate Analysis

Saving documents