Running total to rest at certain points

[chiragpatel_1]

Hi,

In the below data I want the Month to date revenue to be a running total but i want that running total to reset whenever the territory code changes.

The territory code would appear again for June, so not sure if that needs to be taken into account or not.

Thank you very much

[IraWatt]

Hey @chiragpatel_1,

Should the same codes in June combine with the end of the running total from may?

[IraWatt]

Hey @chiragpatel_1 ,

Here's how I would do this:

Group by the territory code in a multi row formula adding the top row to the bottom. If you want to have a separate running total for each month and code then you will need to group by month also.

Any questions or issues please ask :)
HTH!
Ira

[chiragpatel_1]

No they do not need combining

[DataNath · Accepted solution]

If you just bring on the Running Total tool, you can tick what you want a RT for (Month to Date revenue in your case) and then there’s an option to ‘group by’ other fields which just keeps a running total for each split within that field - in your case you would just tick to group by Territory Code.

[chiragpatel_1]

Thank you @IraWatt  , your suggestion will also be quite helpful in future.

[chiragpatel_1]

Just been cheeky!

I have the below formula ad for some odd reason it is missing out the last day of May, (the 31st), what changes do i have to make in the formula

DateTimeMonth([Workflow Run])=DateTimeMonth(DateTimeNow())-1

//is it MTD?

very many thanks