How to chart a running total

Charting a running total of your data is easy to do in our Data Pipeline.

First, open your existing chart or create a new chart. At minimum, you'll need the measure you'd like to keep a running total of, and a dimension. For your dimension, you'll likely want to use a date with a time bucket of your choice. Once you've dragged and dropped your selections, click Select Data.

In this example, I'm using the sum of Payments for my measure, and a month of Payment Date for my dimension.

In your Data Pipeline, click Add Step and choose Add Column. Name your column, select Running total as your formula type, and select the column you'd like to take a running total of.

In the Create Chart section, choose the line chart icon, and add your desired chart labels. Click apply, then scroll to the top and click Save.

Great, that's it! Feel free to send us an email if you have any questions.