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Till Date calculation in Incorta

msinha8
Ranger

Hi All,

Just looking for an option in which we can do a Till Date Calculation in a Pivot table.

i.e. 

For Example for a company "X" we have data for every months (measure column : Amount)  from Mar-2022 and if I am running the report in May-2024, then my reports should show amount distribution like :

Mon-YYMar-22Apr-22May-22Dec-22Jan-23Jan-24..May-24
Company           
X100 100(Mar amount) + 60 (april amount) i.e. 160 160 (previous month amt)+100 (May amount) i.e. 260 amount till Nov-21+ amount of Dec-22)amount till Dec 2022+ Jan23 amt amount Till Dec-23 + Jan-24 amt amount till Apr-24+May-24 amt

 

and this calculation will repeat for every company.

Regards,

MS

3 REPLIES 3

anurag
Employee
Employee

@msinha8 have you tried using running total for a measure?

You will need to do that using Resultset.

1. Create resultset with aggregated table

2. Add company and first date of the month in dimension

3. Add sales column in measure

4. Enable Running total for sales and save resultset

5. use this resultset to design your pivot table

This video shows how to use Resultset:

https://www.youtube.com/watch?v=06BKZYS-xg8

 

JoeM
Community Manager
Community Manager

@msinha8 - Did @anurag 's response help your solution?

msinha8
Ranger

@JoeM  Yes, @anurag 's response was helpful and pointed me in the right direction.