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mccook
Creator
Creator

Cumulative Balance with Month/Year Dimension

Hi,

I have a table like below (based on the current month):

CustomerTimeCostInvoiceProfit
John Smith ConstructionPrevious5010050
Current Month (Feb 2014)10300290
New60400340

The new requirement is for another table that shows the cumulative figure by month (e.g. the "New" line above), like below:

CustomerMonthCostInvoiceProfit
John Smith ConstructionDec 201352520
Jan 20145010050
Feb 201460400340

The problem I'm having is when I add a month/year dimension, the balances are being restricted to that month and not the cumulative figures.

Not sure if I need a new month dimension which acts as a cumulative month e.g. when it says March, its really March and Prior.

Or if I need to structure the data in a different way...

Any advice appreciated.

Cheers,


Dean

1 Solution

Accepted Solutions
CELAMBARASAN
Partner - Champion
Partner - Champion

Use Above function and add up with it

like Cost + Above(Cost)

View solution in original post

3 Replies
CELAMBARASAN
Partner - Champion
Partner - Champion

Use Above function and add up with it

like Cost + Above(Cost)

mccook
Creator
Creator
Author

Thanks,

Can I use above to also create a line chart of the data?

CELAMBARASAN
Partner - Champion
Partner - Champion

yes you can use.