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Eric.Goehring.ax954Eric.Goehring.ax954 

Report Cumulative Summary Field - Running Total

Is this possible in Salesforce? I need to create a running total of the Goal by Month.

 

MonthGoalCumulative Goal
1B1=B1
2B2=B2+C1
3B3=B3+C2
4B4=B4+C3
5B5=B5+C4
6B6=B6+C5
7B7=B7+C6
8B8=B8+C7
9B9=B9+C8
10B10=B10+C9
11B11=B11+C10
12B12=B12+C11
Steve :-/Steve :-/

Where and how are you ca[pturing this data?  Is it 1 field on a group of associated records/objects, or a series of fields on 1 record/object?

Steve :-/Steve :-/

Are you all set or do you still need help?

BlancaBlanca

Hi,

 

I have the following report in SFDC, created by using two blocks. The idea is to have Column named "Closing balance" the cumulative total by row (transaction), picking the  column from the first block:

1) Opening balance,

then, add up the next columns 2) Debit, 3)Credit, from the second block,

 

Is there a way to do that? 

 

For some reason I am making my formula to only add by row, but how can I link them?

 

Thanks,