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Oli@clicktoolsOli@clicktools 

Three month cumulative value displayed at a monthly interval

Hi,

 

I am pulling case satisfaction feedback into a numeric field on my case record as a score from 1-9. I would like to present a line graph that shows a years worth of data with a monthly trend of case satisfaction where the case opened date is grouped by last 90 days or three months. So in my graph I want 'December' to show the average score of feedback for all cases opened during Oct, Nov and Dec. In November, I want the average satisfaction for cases opened during Sep, Oct and Nov.

 

The problem being that in a matrix or summary report I can't group my cases by last 90 days/three months. I have tried some custom summary formulas:

 

IF((AGE< LAST 90 DAYS),(Case.Overall_Case_satisfaction__c:SUM/RowCount))

 

But the custom summary wizard won't let me use these expressions.

 

I'd appreciate any help other members can offer on this.

 

Thanks