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Cumulative summary field on report
I'm trying to create a report based on the following information:
1. Points achieved for each period
2. Cumulative points achieved as at the end of each period
A period contains several tasks, each with a number of points attributed to it. Item 1 above, 'points achieved per period', is a summary total for all the tasks included in the period.
A sample data set (at summary level) is:
1. Points achieved each period:
Period 1 - 0 points
Period 2 - 10 points
Period 3 - 8 points
Period 4 - 4 points
2. Cumulative points achieved as at the end of each period:
End of Period 1 - 0 points
End of Period 2 - 10 points
End of Period 3 - 18 points
End of Period 4 - 22 points
Is there a summary formula I can use to achieve the cumulative values in item 2 above?
I've tried PREVGROUPVAL but it gives the following results:
End of Period 1 - blank (presumably because there is no PREVGROUPVAL summary value before period 1)
End of Period 2 - 10 points (period 1 + period 2)
End of Period 3 - 18 points (period 2 + period 3)
End of Period 4 - 12 points (period 3 + period 4)
I think the formula is working as expected - i.e. it takes the value for the previous summary period and adds it to the value for the current summary period.
What I need is a cumulative value as at each summary level. Any ideas please?
Have you tried a roll up summary field? If the tasks are the children of, say, an account, then put in a roll up summary field on the account that sums up all the points.