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For doing Calculations in Visual Intelligence, just follow the simple steps below.

    1. Create a simple chart, With a time measure on y axis and months on x axis (line/Bar preferably)

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          2. In the y axis measures you will see a drop down, click on it – > add calculation -> Moving Average.

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MOVING AVERAGE

  1. A pop up will appear asking for the values before and values after, Give the values as required.

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          3.The check box below asks you if the first month needs to be included or not.

And it’s done! J

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How is the Calculation behind the screens done?

Values before: Refers to,
Ex. “0” value here would give the calculated value from the first month. The calculation would depend on the value you enter for “values after”.

Values after:
Ex. “0” value here would give the same value for the first month alone.
For further clarification:

  1. When Values before and Values after : 0 & 0
    The MA, Returns the same values as the actual values (no MA calculations done)
  2. When Values before and Values after: 0 & 1 
    2 month MA is taken from the first month.
  3. When Values before and Values after: 1 & 0
    2 month MA is taken from second month. The first month’s value remains the same as in the actual.
  4. When Values before and Values after: 1 & 1
    3 month MA is taken from second month. The first month’s value will be 2 months MA of first two months.
  5. When Values before and Values after: 1 & 2
    4 month MA is taken from second month. The first month’s value will be 3 months MA of first two months.
  6. When Values before and Values after: 1 & 3
    5 month MA is taken from second month. The first month’s value will be 4 months MA of first two months.
  7. When Values before and Values after: 1 & 4
    6 month MA is taken from second month. The first month’s value will be 5 months MA of first two months.
  8. When Values before and Values after: 2 & 0
    3 month MA is taken from third month. The first month’s value will be the same as in the actual because of the zero in “values after”. Second month’s value is MA of 2 months.
  9. When Values before and Values after: 2 & 1
    4 month MA is taken from third month. The first month’s value is MA of 2 months. Second month’s value is MA of 3 months.
  10. When Values before and Values after: 2 & 2
    5 month MA is taken from third month. The first month’s value is MA of 3 months. Second month’s value is MA of 4 months.
  11. When Values before and Values after: 3 & 1
    5 month MA is taken from fourth month. The first month’s value is MA of 2 months. Second month’s value is MA of 3 months. Third month’s value is MA of 4 months.
  12. When Values before and Values after: 3 & 2
    6 month MA is taken from fourth month. The first month’s value is MA of 3 months. Second month’s value is MA of 4 months. Third month’s value is MA of 5 months.

Refer the screen shots below for further Understanding.

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Note: I have checked the option “include self”, hence the values starts from first month itself.

Thanks,

Sara

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