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Anonymous
Not applicable

cumulative total for the current month

Hi all,

I need to show the current month current year cumulative total.

For example we are in month of may.

So total has to show all the sales till may.

the required output is this:

MonthCY Sales
May

6000

The data can be :

Month    Sales      Year

Jan         1000       2017

Feb         1000       2017

Mar          1000      2017

Apr           1000      2017

May           2000     2017

Apr               100     2016

May              200    2016

any help would be helpful

thanks

Anupama Jagan

1 Solution

Accepted Solutions
Digvijay_Singh

With changed labels -

View solution in original post

20 Replies
neelamsaroha157
Specialist II
Specialist II

Check this out

Anonymous
Not applicable
Author

Hi Neelam,

This is showing all the months right. I just need to populate only the current month

MonthCY Sales
May

6000

the current month should show the cumulative total of that year.

Thanks,

Anupama Mohanan

neelamsaroha157
Specialist II
Specialist II

Are you trying to have this in a Table or any KPI object??

Anonymous
Not applicable
Author

In my dashboard we have few other fields like total claims, premium which I need to show the cumulative total for the current month. For example I have just taken sales for easy demo.

So the user wants to see only current month in a straight table but with the cumulative total.

Just like

Month     Sales

May        6000

Kindly let me know if you need information regarding this,

Thanks,

Anupama Jagan

neelamsaroha157
Specialist II
Specialist II

Create one more field for Month Number or use Dual in Month field to get the numeric part of Month.

Then you can use

=Aggr(Max(MonthNum), Year) as Dimension

Sum(Sales) as Expression

neelamsaroha157
Specialist II
Specialist II

You can use the text objects well as an alternate.

Check out the attachment.

Anonymous
Not applicable
Author

Hi Neelam,

Under the sales I got the correct value but the monthname should be shown . when we use this calculated dimension it shows the monthnum .

Thanks,

Anupama Jagan

Digvijay_Singh

See if this sample can help. you may have field like monthno to be used to find max month.

Anonymous
Not applicable
Author

Hi Digvijay,

When I tried I could got the result like this in my application

Month   Sales

May      13700

-            13700

Instead of aggregating in the dimensions is it possible to do it via expression itself.?

Because the entire straight table is like this:

Month         CYTD Sales         PY Sales

May                   6000                 200

so what they want is only the CYTD should show the cumulative total of the current year. But the PY (previous year) should show the sales that has happened only in the month of may 2016.

Kindly let me know if you need more information.

Thanks,

anupama jagan