How to create an LTM calculation in SpotlightXL

To create a last-twelve-months (LTM) calculation report in SpotlightXL, follow these steps:

1. Open Microsoft Excel.

2. Click the SpotlightXL tab.

3. In the Select Task pane, click Analyze.

4. From the Model dropdown, select the model you want to use.

5. Choose the Design View subtask to build your custom view.

6. In the spreadsheet layout, set the following:

   1. Row: Add dimensions such as Account or Department.

   2. Column: Add the Time dimension at the monthly level.

   3. POV (Point of View): Set values for Scenario, Entity, Currency, and any other required dimensions.

7. Filter the Time dimension to manually select the last 12 months. For example, if the current month is December 2025, select January 2025 through December 2025.

8. Click Apply to render the view.

Note:

If you plan to reference LTM in multiple views or reports, consider using Substitution Variables to define the last 12 months. This approach can streamline maintenance and ensure consistency across reporting.