3 Replies Latest reply on Apr 8, 2016 6:27 AM by Nirupam Haas Tirukkovalluri

# Need a solution for one of my requirement

Hi Everyone,

Currently I am facing a problem in one of the report development. Any solution along with a sample workbook would great help to me. Here is my problem.

My business issue cards to the customers. Started issuing cards from 20013

Example 2013 have issued 100 cards,

2014 have issued 200 cards

2015 have issued 320 cards. and in 2016 have issued Jan 20 cards, Feb 34 cards and mar 21 cards

My report is a monthly cumulative report with Year and month filter

Suppose my user selects 2016 feb I need to show

(100+200+320+20)     (100+200+320+20+34)

January                         February

640                                   674

If my user selects 2016 March

(100+200+320+20)     (100+200+320+20+34)     (100+200+320+20+21)

January                         February                         March

640                                   674                                   695

Basically I need to sum up from my start of business to till the selected year and month how many cards I have issued? Similarly If my user selects 2015 August.

eight columns in my report (Jan to August) cumulative sum from 2013 onward.

Is this requirement achievable in Tableau.

Kindly help with sample workbook will be much appreciated.

Regards,

• ###### 1. Re: Need a solution for one of my requirement

Select measure --> Quick Table Calculation --> Running total.

Use relative date filter and select ending date.

- Nirupam

• ###### 2. Re: Need a solution for one of my requirement

Hi Nirupan,

Thanks for your response. I don't want to show from 2011 January to March 2012, As per your graph If my user selects 2012 March I need to show only from Jan 2012 to Apr 2012 with the running total. And my report is a cross tab.  Is this a limitation in Tableau that we cannot able to achieve. Please advice I need to communicate to my client.

Regards,

• ###### 3. Re: Need a solution for one of my requirement

Create a date parameter [Select Date]

You can use this formula in cross tab and drag it to filter and select it as true

LOOKUP(attr([DATE (Months)]),0) < [Select Date]

Or use LOOKUP(attr([DATE (Months)]),0) > [Select Date] - to display dates after selected date

Running sum can be calculated for each year, but it gets tricky if we want to display only the selected year data and show running sum of previous years as well.

For scenarios like this LOD can be used but right now Tableau does not support RUNNING SUM in LOD Expressions.

There must be some kind of a hack but not that I'm aware of.

- Nirupam