Update Running Total with Unknown Fields

winradcliffe-trenner

Hi All,

I'm creating a report that pulls data from an API on a monthly basis to auto-generate a report. The data gets grouped into Cohorts of subscribers to a product on a monthly basis.

I rely a lot on the running total function to achieve the calcs that are required and a new cohort should be added each month. That said, there is no "Unknown" field that I can tick in the running total function to capture these newly generated cohorts each month. Any work arounds for this? Is there some aspect of the functionality I might be missing? Do I need to make some kind of macro?

Thanks in advance and let me know if I can add further detail. 

Win

Screenshot 2022-08-08 130631.png

Ben_H

Hi @winradcliffe-trenner,

2 things -

1. Unless I've missunderstood something I don't quite know what the running total tool in your screenshot would be doing given that you've got everything turned on in the "group by" section. Presumably you just meant to group by cancellation date?

2. I would transpose the data first. The transpose tool can handle unknown columns. You can then apply your running total and cross-tab back to the orginal format.

Something like this -

input -

workflow -

output -

Regards,

Ben

Transpose Sample.yxmd