Requirement for Cumulative (Running Total) Line Graph on Monetary Benefits

[mssanghavi]

Hi Team,

We have a requirement to create a cumulative (running total) report for benefits using the Monetary Benefit Breakdown table.

Details of the requirement are as follows:

• Table: Monetary Benefit Breakdown
• Condition: Portfolio = Transformation Office
• Metric: Sum of Entered Benefit
• Visualization Type: Line Graph
• Time Dimension: Fiscal Period

The report should display cumulative values based on fiscal periods, such that:

• For January, the graph should display only January’s Entered Benefit.
• For February, it should display the cumulative value of January + February.
• For March, it should display January + February + March, and so on for subsequent fiscal periods.

Currently, the report is not reflecting the expected running total behavior. I would appreciate your support in helping us configure the report to achieve the required cumulative calculation.

Thanks & Regards,

Sanghavi M S

[mssanghavi]

I have already created the cumulative report, the output is not reflecting the expected cumulative format (e.g., Jan = Jan; Feb = Jan + Feb; Mar = Jan + Feb + Mar).

[mssanghavi]

Please find the below screenshots:

[mssanghavi]

@Ankur Bawiskar, I'm facing difficulties while creating cumulative (Running Total) Line Graph, could you please help me to solve this?

Thanks,

Sanghavi M S