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    Calculating Running Sum on Table When Only Displaying Single Month

    Lee Polikoff

      I need to be able to calculate a running total for a given month restarting at the beginning of every year. In the image below I used a running sum. The table is filtered to only 2019. What I need to do is the following:

      • Show only a SINGLE month with the running total for the year to that month. I.e. if I showed March it would have the values below for March without having any of the other months in the table.

       

      Tableau.jpg

       

      Additionally, I would want to have a table like the following with multiple months where the running sum restarts at the beginning of the year. You can see that Jan 2019 increases from Dec 2018

      Tableau2.jpg

       

      How can I do this?

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