Rolling Total in Table View

Hello,

 

I'm sure this is easy but I can't seem to get this to work in the table view.  Here is my data and my desired outcome is the "TY MTD Actuals".

DayDay(Name)TotalTY MTD Actuals
GRAND TOTAL $118,273 
2020-01-01Wednesday$14,333$14,333
2020-01-02Thursday$21,187$35,520
2020-01-03Friday$22,732$58,252
2020-01-04Saturday$22,863$81,115
2020-01-05Sunday$24,929$106,045
2020-01-06Monday$12,229$118,273

Best Answer

  • GrantSmith
    GrantSmith Coach
    Answer ✓

    Hi @DMJerry ,

     

    What you're looking for is a windowing function in a beast mode. This isn't enabled by default so you may need to talk to your CSM to get it enabled in your instance but you can get a running total utilizing a window function like:

     

    SUM(SUM(`Total`)) OVER (ORDER BY `Day`)

     

    You can also utilize a window function to get the grand total but it'll return the same value for each row in a new column:

    SUM(SUM(`Total`)) OVER ()

    Instead you'd want to utilize the Include Total Row option on the card if you only want a single row with the grand total.

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Answers

  • GrantSmith
    GrantSmith Coach
    Answer ✓

    Hi @DMJerry ,

     

    What you're looking for is a windowing function in a beast mode. This isn't enabled by default so you may need to talk to your CSM to get it enabled in your instance but you can get a running total utilizing a window function like:

     

    SUM(SUM(`Total`)) OVER (ORDER BY `Day`)

     

    You can also utilize a window function to get the grand total but it'll return the same value for each row in a new column:

    SUM(SUM(`Total`)) OVER ()

    Instead you'd want to utilize the Include Total Row option on the card if you only want a single row with the grand total.

    **Was this post helpful? Click Agree or Like below**
    **Did this solve your problem? Accept it as a solution!**
  • Awesome! I'll ask my CSM and try this. Appreciate it.