Question

How do I add a running total (cumulative sum) based on dates in Report Builder?

  • 29 March 2023
  • 2 replies
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  • Registered User
  • 1 reply

I have data in Gainsight that returns 1’s and 0’s for each entry. I want to create a running total or cumulative sum of 1’s for every date entry. How can I do this using the ‘add formula field’ feature in Report Builder? 

TIA 


2 replies

Userlevel 6
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Hi @Sam 

If I understand this correctly, for every date, you want to add up the “1s” for today and all previous days? That’s not going to be a report thing with a formula field as what you describe is essentially an IF THEN (case statement), but more so a data designer topic if I understand this correctly but even with data designer, looking to use the aggregation over time formula (you might run into some limitation). 

However, there’s a cumulative option on line charts (which won’t give you a table): 

 

Thanks @alizee

This looks very similar to what I’m after, so I’ll give Data Designer a go! 

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