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tobyc49922805
tobyc49922805
Level 3
December 1, 2016
Solved

Report Builder - Running total

  • December 1, 2016
  • 2 replies
  • 1881 views

Hi,

I have scheduled report builder report which periodically (weekly) sends me data on selected activity. Alongside this, my client has now asked for a running total, so alongside the periodic (weekly) reporting they can also see the total performance since activity started.

 I'm wondering how best to do this in report builder. I basically want to anchor my start date, but have a rolling end date.

So, assuming the activity started on 01/01/2016 I want to set up a report which will show data from 01/01/2016 to date, without having to manually update the dates each week.

I've had a play with the customise date expression, but I can't seem to get it to work. In my head it would look something like this;

Start Date: 01/01/2016

End Date: cd-1

Has anyone come across this before?

 

Thanks

Toby

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Best answer by sebastianh26986

Hi Toby,

there might be a nicer solution, but we just solved this by using "dates from cell" and just make to cells, one with your startdate and one with e.g. yesterday.

Best,

Sebastian

2 replies

sebastianh26986
sebastianh26986Accepted solution
Level 2
December 1, 2016

Hi Toby,

there might be a nicer solution, but we just solved this by using "dates from cell" and just make to cells, one with your startdate and one with e.g. yesterday.

Best,

Sebastian

tobyc49922805
tobyc49922805Author
Level 3
December 1, 2016

Thanks Sebastian,

I'll need to investigate how this will work with scheduled reports, but this could be a good solution. 

Thanks

Toby

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