How to calculate Activity Amount up to date for multiple months to show the trend

Vrinda Choraria

Hi Community,

I’m working on calculating the cumulative activity amount for each month. For example, for November 2024, it should sum the activity amounts from the beginning of the period up to November 2024, and similarly for each subsequent month.

I need to show a trend analysis similar to the example below, so I require the cumulative activity aggregation for each month up to date.

Benjamin Arnulf-Oracle

Hi Vrinda,

Thank you for joining the community and providing specifics on your request. It's helping.

The metric you need is named a "Running Aggregate", it's running a sum based on previous months.

You will need to create a new calculation and do a RSUM(Activity Amount).

Then you can just put it into your canvas and voila: