2 Replies Latest reply on Sep 3, 2016 4:33 PM by Daniel Santamaria Ots

    Running total formula (cumulative quarters for a specific year) question

    Daniel Santamaria Ots

      Hi everyone,

       

      I'm trying to build a formula that show the Year-to-date (cumulative quantity of a specific calendar year) of the Profit Before Taxes of a selected Bank, for a specific quarter of a chosen year. Let me first show a screenshot of my excel:

      The AR column shows the quarterly data of the Profit Before Taxes Variable

      The DB column shows the quarters of the Year

      The DC column shows the specific year

      The DF shows the specific bank I'm analyzing

       

      Profit Before Taxes per quarter and per bank.jpg

      The idea would consist on building a formula based on the following logic (for a specific bank on a specific year):

       

      Profit Before Taxes Year-to-date (YTD) formula: Prof. Q1=q1; Q2=q1+q2; Q3=q1+q2+q3; Q4=q1+q2+q3+q4 (for each year)

       

      Let me show you a screenshot for you to have a better idea of the dashboard display:

       

      Dashboard.png

      I' would really appreciate any help you may provide me.

      Thank you everyone,

      Best,

       

      Dani

       

      PS: I'm using Tableau Public v.10 (last version)