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Sushma  RamakrishnanSushma Ramakrishnan 

Help to Display Rolling 12 Months Data with Master-Detail Relationship related Objects

Hi All,

I have a requirement to display the Rolling 12 months data(last 12 months data from current month).
I have only Month and Year fields in my Details Object along with the Value for each month.
Can anyone please help me to write the formula for summing up data for last 12 months from current month and displaying that on Master object.

Any help is highly appreciated...!
Thanks in advance...!
Best Answer chosen by Sushma Ramakrishnan
Sushma  RamakrishnanSushma Ramakrishnan
Hi Amit,

Thanks for that Info...
I actually created a "Date" field in my Detail Object and then created a report on it with a filter for the Date field using "LAST 12 MONTHS".
I made use of "Literal" filter in Reports...:)

All Answers

Amit GhadageAmit Ghadage
Hi Sushma Ramakrishnan,
For Roll-Up Summary Fields:In Filter Criteria Formula field is not available in salesforce currently.
this is CONSIDERED FOR FUTURE on IdeaExchange
link is below.
https://success.salesforce.com/ideaview?id=08730000000BrUAAA0

you can write trigger and apex class for it.
Best Regards,
Amit Ghadage.
Sushma  RamakrishnanSushma Ramakrishnan
Hi Amit,

Thanks for that Info...
I actually created a "Date" field in my Detail Object and then created a report on it with a filter for the Date field using "LAST 12 MONTHS".
I made use of "Literal" filter in Reports...:)
This was selected as the best answer