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manasdatta
manasdatta
May 11, 2016 9:03 AM UTC
Solved

Can I get running totals in Report Builder?

I'm trying to put together a little report with some marketing channels - trials, sales etc. by week over a 3 month period. 

I've got the data, but what I'd like to do is present the weekly data as a running total, and then compare that with different patterns. 

Is there any way to get a running total in Report Builder? 

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    spectaprodAccepted solution
    Level 4
    May 12, 2016 7:26 PM UTC

    M,

    You can create a custom metric to handle this. Documentation is here.

    Mine looks like the attached image, and worked exactly as I expected

    View in thread

    6 replies

    TanmayMathur
    Adobe Employee
    TanmayMathurAdobe Employee
    Adobe Employee
    May 11, 2016 9:53 AM UTC

    Hi, 

    If I understand your query correctly you want to have a report showing the data for the last 3 months with weekly numbers in a row and the last 3 months would be a rolling date.

    In the Report Builder you can select 'Rolling Dates' and then specify 'Rolling weekly' and then under 'Apply granularity' also select week. I think this would give you the required result. 

    Let me know if that solves your question. Thanks!

    Tanmay

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    manasdatta
    manasdattaAuthor
    May 11, 2016 9:56 AM UTC

    Hey Tanmay, 

    Thanks for the reply. My question was actually around how to display a running total for my data. Any thoughts? 

    M

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    TanmayMathur
    Adobe Employee
    TanmayMathurAdobe Employee
    Adobe Employee
    May 11, 2016 11:34 AM UTC

    Hi M,

    It would be great if you could show a sample structure of the report that you are willing to create. That would help me in understanding your requirements better. Thanks!

    Tanmay

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    manasdatta
    manasdattaAuthor
    May 11, 2016 12:09 PM UTC

    Hey Tanmay, 

    Really appreciate your support :-). Attached is a little Excel sheet that will explain the kind of output I am trying to generate. I hope that this helps. 

    Manas

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    spectaprodAccepted solution
    Level 4
    May 12, 2016 7:26 PM UTC

    M,

    You can create a custom metric to handle this. Documentation is here.

    Mine looks like the attached image, and worked exactly as I expected

    Translate
      manasdatta
      manasdattaAuthor
      May 13, 2016 9:39 AM UTC

      Ah! Ascending_sort! That's probably it. Going to take a look now,I'm pretty confident this is going to work! Thanks for your help. 

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