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How to Display RUNNING_SUM After a Specific Year and Month


發佈時間 : 25 Apr 2023
上次修改日期 : 26 Apr 2023

問題

How to display RUNNING_SUM after a specific year and month?

環境

  • Tableau Desktop 

答案

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.
User-added image

1. Add Year(Order Date) and Month(Order Date) to Columns.
2. Add Category to Rows.
3. Create parameters as follows;
User-added image        User-added image 
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.

 
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