Cumulative Sum
Returns the cumulative sum based on the currently applied sort order for each leaf nodes, any inner nodes return a null value.
Sample
Below is a table showing Day and Amount fields, with Balance as the new aggregate column (CumulativeSum) based on Amount as the source column and Day as the sorting column.
The Key column serves as the breakdown.
Key |
Day |
Amount |
Balance |
A |
5 |
$2.00 |
$5.50 |
B |
2 |
$3.00 |
$7.00 |
C |
7 |
-$1.00 |
$9.50 |
D |
3 |
-$5.00 |
$2.00 |
E |
1 |
$4.00 |
$4.00 |
F |
4 |
$1.50 |
$3.50 |
G |
6 |
$5.00 |
$10.50 |
H |
10 |
$1.00 |
$12.50 |
I |
8 |
-$2.00 |
$7.50 |
J |
9 |
$4.00 |
$11.50 |
In the example, you get one row in the visualization per row in the data source since every source row has a unique key. If not, multiple rows roll into each visualization row, and then the CumulativeSum will first sort them on the sums of the Day column, then accumulate the sums of the Amount column.
To get the correct CumulativeSum values in the Balance column, click the Up/Down button of the Day column to sort the fields in ascending order.
Result
Based on the ascending sort order of the Day column and the cumulative sum of the Amount column, the results will be:
Key |
Day |
Amount |
Balance |
E |
1 |
$4.00 |
$4.00 |
B |
2 |
$3.00 |
$7.00 |
D |
3 |
-$5.00 |
$2.00 |
F |
4 |
$1.50 |
$3.50 |
A |
5 |
$2.00 |
$5.50 |
G |
6 |
$5.00 |
$10.50 |
C |
7 |
-$1.00 |
$9.50 |
I |
8 |
-$2.00 |
$7.50 |
J |
9 |
$4.00 |
$11.50 |
H |
10 |
$1.00 |
$12.50 |
Computation details:
Day 1: $4.00 |
Day 6: $5.50 + $5.00 = $10.50 |
Day 2: $4.00.00 + $3.00 = $7.00 |
Day 7: $10.50 + -$1.00 = $9.50 |
Day 3: $7.00 + -$5.00 = $2.00 |
Day 8: $9.50 + -$2.00 = $7.50 |
Day 4: $2.00 + $1.50 = $3.50 |
Day 9: $7.50 + $4.00 = $11.50 |
Day 5: $3.50 + $2.00 = $5.50 |
Day 10: $11.50 + $1.00 = $12.50 |