Using Moving Functions in Reports

In this example, we will create a report with the MovingHi calculation for the 12 month-end prices for the companies in your portfolio (using DBCM database)

To use the MovingHi function, follow these steps:

  1. After selecting the portfolio, from the Report menu, select the Add Calculation Expression command or click the Add Calculation Expression button.
  2. The Calculation Expression window will appear.
  3. From the list of categories, select the Price and Price Changes category.
  4. From the Items list, select the Price category and highlight the Month-end Price item (i6).
  5. From the Function Category menu, select the Moving Average option.
  6. From the Function Name menu, highlight the MovingHi function and double click it to bring up the Moving Average dialog box.
  7. At the Moving Average dialog box, enter 12 as the number of periods and Click OK.
  8. The following expression will appear in the Calculation Expression data entry box: MovingHi12(i6).
  9. Click OK.

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