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AstaBr
Helper I
Helper I

Need to get the running total and present it for each month per project.

I need to recreate a table below from an excel sheet. The highlighed column is the October month running total which comes from the pivot table (snip 2):

AstaBr_1-1732789830134.png

I am using 'Dashboard MM Active Financials' table. The column 'Dashboard_Finance Input Type' has rows of 'Planned' and 'Actual/Forecast' which corresponds to the values in column 'Dashboard_Monthly value'.
The months M1, M2... stands for fiscal months (April till previous month full Actual value). The Total Value below is the sum of all the financial year 'Actual/Forecast' values. Every month figures are updated which will go in Actual row but Forecast figure will still be counting for the future months.

AstaBr_2-1732789922719.png

I created date column in the data sheet called 'fiscalYearMonth'. 
'Dashboard_Project' column has all project names. 

'Dashboard_Monthly value' has unpivoted individual months values in 1 column.

AstaBr_3-1732793959069.png

 

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