Using RSUM with with dashboard filters

My dashboard shows the value and running sum of the value for each month. When I select a date range in the dashboard date filter I want to the pivot to show the selected period however the first RSum Value should show the running sum including all previous months.

So for this example, when I filter to months between 05/2023 and 10/2023 I want to see 1,347,463 return for 05/2023.

Any suggestions? intapiuser

GSSC

Posted 1 year ago · Edited 1 year ago·Last reply 1 year ago

5 comments

Vadim Pidgornyi

·1 year ago · Edited

Hello,

You can use the ALL() function in the formula to achieve your current goal.

Here is the example : (Rsum([Total Cost]),ALL([Years in Date]))

Kind regards.

OlehChudiiovych

·1 year ago · Edited

Indeed this seems to be working here! Here is another example showing week 22 RSUM with All() function starting with 97.65

OlehChudiiovych

·1 year ago

Hi GSSC

I don't think this is possible as RSUM specifically calculates the visible/available data in the same order, meaning if values are excluded from the widget with filter - those values cannot be used in RSUM calculation.

I would suggest 2 ways around this:

Switch the filter behavior from Slice to Highlight - this way selected months will be highlighted and RSUM will be calculated properly, however all months will still be displayed on a widget
Calculate RSUM on the model level with help of a custom table and then display it as is in widget

GSSC

OP1 year ago

Thanks OlehChudiiovych for the response. Would it be possible to achieve this in the widget by using the advanced filters? I've been trying to get this working having no luck

DRay

·1 year ago

Hello GSSC,

Thank you for reaching out here. I see that this question hasn't had a response yet, so I am reaching out internally to try and get you an answer.