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Eric.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.
Month | Goal | Cumulative Goal |
1 | B1 | =B1 |
2 | B2 | =B2+C1 |
3 | B3 | =B3+C2 |
4 | B4 | =B4+C3 |
5 | B5 | =B5+C4 |
6 | B6 | =B6+C5 |
7 | B7 | =B7+C6 |
8 | B8 | =B8+C7 |
9 | B9 | =B9+C8 |
10 | B10 | =B10+C9 |
11 | B11 | =B11+C10 |
12 | B12 | =B12+C11 |
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?
Are you all set or do you still need help?
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,