Question
How to display RUNNING_SUM after a specific year and month?
Last Modified Date: 26 Apr 2023
Environment
- Tableau Desktop
Answer
The following example is also included in a packaged workbook to the right of this text in the "Attachments" section. The steps below demonstrate how to calculate cumulative sales since the beginning of the specified year and month using the parameters with Sample-Superstore data.1. Add Year(Order Date) and Month(Order Date) to Columns.
2. Add Category to Rows.
3. Create parameters as follows;
4. Create a calculated field and name it Cumulative Sales.
RUNNING_SUM(SUM(
IF DATEPART('year', [Order Date]) >= [Year] AND DATEPART('month', [Order Date]) >= [Month] THEN [Sales]
ELSE 0
END
))
5. Add Cumulative Sales to Text.Thank you for providing your feedback on the effectiveness of the article.
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