2 Replies Latest reply on Oct 19, 2017 9:15 PM by Sankarmagesh Rajan

    How to get running total using filter

    Karessa Bowman

      *New to Tableau*

      I am trying to calculate the running total for each year using my filter. I would like it to add the records of  the month selected and previous months in the year. Currently, I have to select all the months I want to add. Any help would be greatly appreciated.

       

       

      Tableau Running Total.JPG

        • 1. Re: How to get running total using filter
          Deepak Rai

          You can create a calculation on date if date selected is greater than this and date is less than this. This would take 2 parameters to select dates. Or you can select dates from a Range also.

          • 2. Re: How to get running total using filter
            Sankarmagesh Rajan

            Hi Karessa,

             

            Create parameter and add list as 1-12

             

            Create calc as

            if ([Months Parameter])=12 then (if last()=0 then (RUNNING_SUM(sum([Sales]))) END)

            elseif ([Months Parameter])=11 then (if last()=1 then (RUNNING_SUM(sum([Sales]))) END)

            elseif ([Months Parameter])=10 then (if last()=2 then (RUNNING_SUM(sum([Sales]))) END)

            elseif ([Months Parameter])=9 then (if last()=3 then (RUNNING_SUM(sum([Sales]))) END)

            elseif ([Months Parameter])=8 then (if last()=4 then (RUNNING_SUM(sum([Sales]))) END)

            elseif ([Months Parameter])=7 then (if last()=5 then (RUNNING_SUM(sum([Sales]))) END)

            elseif ([Months Parameter])=6 then (if last()=6 then (RUNNING_SUM(sum([Sales]))) END)

            elseif ([Months Parameter])=5 then (if last()=7 then (RUNNING_SUM(sum([Sales]))) END)

            elseif ([Months Parameter])=4 then (if last()=8 then (RUNNING_SUM(sum([Sales]))) END)

            elseif ([Months Parameter])=3 then (if last()=9 then (RUNNING_SUM(sum([Sales]))) END)

            elseif ([Months Parameter])=2 then (if last()=10 then (RUNNING_SUM(sum([Sales]))) END)

            elseif ([Months Parameter])=1 then (if last()=11 then (RUNNING_SUM(sum([Sales]))) END)

            END

             

            Drag month in rows and drag this calc into text.

            show parameter and select months.

             

            Thanks

            sankar