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

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Vrinda Choraria
Vrinda Choraria Rank 4 - Community Specialist
in Oracle Fusion Data Intelligence

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.

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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.

image.png
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Best Answer

  • Benjamin Arnulf-Oracle
    Benjamin Arnulf-Oracle Admin
    Answer ✓

    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).

    image.png

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

    image.png