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How to Display RUNNING_SUM After a Specific Year and Month

Дата публикации: Feb 24, 2026
Задача

How to display RUNNING_SUM after a specific year and month?

Действия
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;
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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.

 
Номер статьи базы знаний

001498727

Вложения

sample.twbx

1191 KB

 
Загрузка
Salesforce Help | Article