Cumulated sum in a quarter using Magic ETL

Hello,

can you help me to calculate a cumulated sum in a quarter using Magic ETL ?

In this exemple:

Date	Product	State	Profit
15-jan-2018	Bicycle	Oregon	$ 100,00
16-feb-2018	Bicycle	Ohio	$ 100,00
30-mars-2018	Car	Oregon	$ 2 500,00
10-april-2018	Bicycle	Oregon	$ 100,00
01-mai-2018	Car	Ohio	$ 2 500,00
17-mai-2018	Car	Montana	$ 2 500,00

the cumulated profit of 1Q would be $ 2 700 and for 2Q is $ 5 100.

I would like to use Magic ETL because we do not use MySQL in our project and the Beast Mode can't do it itself as I'am calculting with multiple rows in my data set.

Thank you very much in advance for your help.

Katerina

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Accepted answers

BlueRooster

Ok, so I think I understanding what you're wanting. I took the original sample you gave and built the following just using a 'Running Total Line' card type (no ETL needed)

The only optional changes I made were to set the date range fitler to Graph by None

I set the 'Number of Running Total Series' to 1

And then I added the Product and State columns as quick filters

Now the quick filters will allow you select or remove certain variables and have your running total line update accordingly.

Let me know if you have any other questions,

ValiantSpur

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All comments

BlueRooster

In the ETL process, you can use 2 'Date Operations' widgets, one to return the Quarter of Date and the other Year of Date. I would then use the Combine Columns option to combine those values into one new column.

From there you can do a 'Group By' on the new date from your Combine and sum the Profit amount.

That should leave you with a Quarter Date column and a Quarter Profit column. If you need additional levels of detail you can add columns to your Group By.

Hopefully this helps get you started.

Sincerely,

ValiantSpur

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Katerina

Hello,

thank you very much but I had to expresse my need wrongly. Actully I need to follow my cumulated profit within a quarter (because I have an objectif by quarter) but I need to observe its evolution by day or by a week. In my exemple, the result I'm looking for would look like :

cumulated profit.PNG

Also I need to be able to filter my indicater by other colomnes (in my exemple by State and Product). Your solution would give me one value for whole the quarter.

Thank you once more for your help.

Katerina

BlueRooster

Ok, so I think I understanding what you're wanting. I took the original sample you gave and built the following just using a 'Running Total Line' card type (no ETL needed)

The only optional changes I made were to set the date range fitler to Graph by None

I set the 'Number of Running Total Series' to 1

And then I added the Product and State columns as quick filters

Now the quick filters will allow you select or remove certain variables and have your running total line update accordingly.

Let me know if you have any other questions,

ValiantSpur

**Please mark "Accept as Solution" if this post solves your problem
**Say "Thanks" by clicking the "heart" in the post that helped you.

Katerina

YES, that is exactly what I need ! Thank you very very much !