Forum Discussion
Helper IIICalculating cumulative planned amount
Hi, I would like to create a visual that shows the cumulative planned amount over months.
| Category | Approved | July | Aug | Sept | Oct |
| A | 12 | 1 | 3 | 3 | |
| B | 11 | ||||
| C | 4 | 2 | 4 | 2 | 2 |
| D | 7 | 2 | |||
| E | 16 | 5 | 4 |
the approved is for the month of June. I would like to calcualte the accumulative approved. to find July's approve it will be the previous month's approved(June) + the amount set for july
| July Approved |
| 13 |
| 11 |
| 6 |
| 7 |
| 21 |
4 Replies
- amitchandak
Super User
Sagejah9 , I doubt logic is matching with description, can you explain with an example
You should renamed approved as Jun , and unpivot the data
Convert month into dates and then work
Sagejah9amitchandak , Ok lets say I have a set amount of persons for each category that I planned to start the year with and lets say the year starts on June(Approved). I may want to add a few more in the future months. I woul like to calculate the cumulative approved for the other months and this is done by adding the approved for the previous month to the future amount in the current month. so July would be the approved for june( what we start the year with) + the future amount if any were given. and August would be the previous month's approved + August future amount and so on. It is almost like a ytd calculation.
- Sagejah9
amitchandak Hope this explains better
If I have the approved column by it self for each category, I would like to add the approved to the first month of the year planned and for the second month the previous month calculation is added to the second month planned.
Approved persons to start the yearCategory Approved Year A 13 2021 B 11 2021 C 6 2021 D 7 2021 E 21 2021 Persons to plan to be added in upcoming months
Category Jan-2021 Feb-2021 Mar-2021 Apr-2021 A 1 2 2 B 4 C 3 1 D 3 4 1 1 E 1 1 CUMULATIVE APPROVE (RESULT TABLE )
Category Jan-2021 Feb-2021 Mar-2021 Apr-2021 A 14 16 16 18 B 15 15 15 15 C 6 9 10 10 D 10 14 15 16 E 21 22 23 23
