Using a table calculation to work out the running total

  1. Right click and drag order date onto column and select year.
  2. Then Right click and drag order date onto column and select quarter.
  3. Create a calculated field and name it 'running total calc' (always name your calculated field to something you remember!).
  4. Start your table calculation with 'Running_Sum' so it returns the running sum of the given expression, from the first row to the most current row. Followed by '(SUM[Profit]))'
Running total calc

5. Drag this calculation to the rows

Calculation onto rows

6. Then your graph will appear like this

7. Drag region onto color

Running Total for Each Region 

That's how you create a running total calc

Author:
Bridget Ama Boateng
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