How do I add a running total (cumulative sum) based on dates in Report Builder?

Hi @Sam 

If I understand this correctly, for every date, you want to add up the “1s” for today and all previous days? That’s not going to be a report thing with a formula field as what you describe is essentially an IF THEN (case statement), but more so a data designer topic if I understand this correctly but even with data designer, looking to use the aggregation over time formula (you might run into some limitation). 

However, there’s a cumulative option on line charts (which won’t give you a table): 

Thanks @alizee! 

This looks very similar to what I’m after, so I’ll give Data Designer a go! 

Some things I discovered about cumulative data today, it only works for Date and Datetime types. 

The chart I was trying to make was a layered area where the months are stacked on top of each other and the day of the month is the x axis, the y is the number of projects. This is to compare the incoming volume month-over-month. I can find other ways to display that, so I don’t need suggestions for alternatives ;) This comment is mainly about how this functionality doesn’t work in a specific way I assumed it would.

I tried making a formula field for the date day number (only weeks were available, so I used that, although I could use a data design, I think that function is available there), but then the option to show cumulative data based on that day number (or week number) wasn’t available. I switched my group by to a date to test, and the option appeared. Here’s the description of the feature in the documentation:

Cumulative Data

For Line, Area, Bar and Column charts, you have the ability to Show the Cumulative data. Switch ON the Show Cumulative toggle switch, to visualize the cumulative data. This functionality adds the present data to the previous data. For example, if your monthly revenue for the month of March, 2020 is $20000 and the monthly revenue for the month of May, 2020 is $40000, the visualization chart displays the May, 2020 revenue as $60000.

That should be updated to specify that the group by needs to be a date or a date time type to work, not just a number. That’s probably easier than getting the feature updated.