Calculating cumulative sum

[ajit]

Hi Everyone!

I have trouble calculating the cumulative sum of some amounts. I have line items with Amount and Date as shown below.

Date	Amount
6-May-19	812
30-May-19	963
17-Jun-19	108
25-Jun-19	266
4-Aug-19	617
28-Aug-19	565
26-Oct-19	507
14-Nov-19	544
28-Dec-19	570

Now, I want to plot a line chart of the cumulative monthly sum of these values. I assume that would involve two operations: 1st to add up line items for every month to get a monthly total and 2nd to do a cumulative sum of these monthly values. Also, It should show values only for a certain period, for ex May-2019 to Dec-2019. 

It should look something like the attached chart- 

Can someone please suggest a formula to achieve this? 

[TimvB]

If you want the line chart to show only the sum of a [Field] per month you need to have a dimension with a [Month] or [YearMonth]. I would suggest adding these fields in the script editor to the table MasterCalendar. Then, add one of the month grouped field as a dimension to the line chart and you standard expression, sum([Amount]). 

In the dimension section of the line chart you can also put: year(Date) & '-' & month(Date). 

Hope it helps!