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

mssanghavi
Tera Contributor

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

2 REPLIES 2

mssanghavi
Tera Contributor

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
Tera Contributor

Please find the below screenshots:

mssanghavi_0-1773388719339.pngmssanghavi_1-1773388729340.pngmssanghavi_2-1773388737344.png