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Trailing 12-month account openings

Oakmark wants to compare the number of accounts opened in the most recent trailing 12 months to the 12 months prior to that. Create a KPI chart displaying the % change in account openings between the current and prior trailing 12 months.

For the sake of the exercise, we'll pretend that today is "2025-04-27" and that we don't want to include today's partial month in the most recent trailing 12 month calculation.

Remember to use the provided Today's Date (for exercise) field to reference today.

This exercise is part of the course

Calculations in Sigma

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