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How to Display RUNNING_SUM After a Specific Year and Month

Date de publication: Feb 24, 2026
Tâche

How to display RUNNING_SUM after a specific year and month?

Étapes
The following example is also included in a packaged workbook to the right of this text in the "Attachments" section.  The steps below demonstrate how to calculate cumulative sales since the beginning of the specified year and month using the parameters with Sample-Superstore data.
User-added image

1. Add Year(Order Date) and Month(Order Date) to Columns.
2. Add Category to Rows.
3. Create parameters as follows;
User-added image        User-added image 
4. Create a calculated field and name it Cumulative Sales.
RUNNING_SUM(SUM(
    IF DATEPART('year', [Order Date]) >= [Year] AND DATEPART('month', [Order Date]) >= [Month] THEN [Sales]
    ELSE 0
    END
))
5. Add Cumulative Sales to Text.

 
Numéro d’article de la base de connaissances

001498727

Pièces jointes

sample.twbx

1191 KB

 
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Salesforce Help | Article