What Is the Running Total Feature?
Running Total calculates the sum of multiple values that keep adding over time. It can summarize the results.
In data analysis, Running Total is often used to track the total of a certain index over a period or within a specific range, displaying trends. The result of Running Total calculations can be understood as the cumulative total value.
When to Use the Running Total Feature?
Running Total is commonly used in the following scenarios:
Sales Analysis: You can cumulate sales revenue, sales volume, and other indicators over time to determine sales performance growth and trends.
Financial Analysis: You can cumulate income, expenses, net profit, and other indexes over time to assess a company's financial situation and development trends.
Production Analysis: You can calculate production quantities, production costs, and other indexes over time to evaluate production efficiency and cost control.
What Does It Look Like?
Here is a chart displaying the 2024 annual sales up to June:
How to Set up?
Step 1 Creating a New Data Stream
App Management > Data Factory > New Data Stream:
Step 2 Adding Input Source
Select a form from the current app; it will serve as the data source for calculations:
Step 3 Adding a Field Settings Node
At this node, you can add a Running Total field to the table:
Step 4 Setting Running Total
Field Name: The display name;
Running Total Field: The field in Input Form whose values are to be calculated in Running Total (must be numeric);
Running Total Order: Asc or Desc, by values of certain field(s) which can be either a Date&Time or a Number field in Input Form;
Grouping Field: Running Total can be performed according to data groups. If Grouping Field is added and creates more than one data group, the calculation is done in each group respectively (If there is no Grouping Field, the calculation is done on all data).
Step 5 Editing Running Total
After the Running Total field is added, it can be edited or deleted:
Demonstration
The output of Data Stream can be displayed in Dashboard.
1. Without grouping
Without grouping, data is cumulated in the set order. For example, the sales revenue is cumulated by months, so that sales in different time ranges are calculated and displayed. The values keep updated at each refresh.
2. With grouping
With grouping, data is also cumulated in the set order, and, at the same time, based on the set groups. For example, the sales revenue is cumulated by months and is summarized for each sales region. You can easily compare the data using a dashboard.
Note:
Running Total values in the output are numeric and can be referenced in subsequent calculations.
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