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  • 1.  Burnup Chart - Running Totals

    Posted 15 days ago
    Good morning,

    I'm trying to create a line chart that shows a running total of the number of installs completed each week. I'm able to show the number completed each week, but I also need to show the running total.

    e.g.
    Week 1 completed 5, running total=5
    Week2 completed 5, running total=10

    Is this something I can do with a report formula?

    TIA
    Kim

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    Kim
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  • 2.  RE: Burnup Chart - Running Totals

    Posted 15 days ago
    The easiest way to do this is either with a summary report where you select running totals for one of the summaries or else for a chart, you can use a waterfall chart type.

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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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  • 3.  RE: Burnup Chart - Running Totals

    Posted 15 days ago
    Mark,

    You ROCK as always! Waterfall chart is exactly what I needed!

    Thank you,

    Kim

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    Kim
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  • 4.  RE: Burnup Chart - Running Totals

    Posted 15 days ago
    Here's another twist though. They want to include in this same chart, a weekly forecast with a running total as well. So each week, they forecast 5 installs will be completed.

    Week 1 forecast = 5, Running Total = 5
    Week 2 forecast = 5, Running Total =10... etc.

    This forecast number is not something that is specific to each store, so not sure how to do that.

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    Kim
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  • 5.  RE: Burnup Chart - Running Totals

    Posted 15 days ago
    That makes it more complicated.  An expedient solution would be a button to land the user  on a page which has two separate waterfall charts and then the users can kind of visually compare.  

    But I think if do you want it all on one graph then I think it can be done by having a table of weeks and then you would have to have a two formula queries to calculate your running totals.  The syntax for those formulas is a little more complicated so I'm not sure I could just whip that up quickly on this community forum. If you want it badly enough you would have to contact me directly for some one-on-one consulting assistance or else hope that someone else is willing to help you on this forum with the formulas for those Formula Queries.

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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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  • 6.  RE: Burnup Chart - Running Totals

    Posted 15 days ago
    Thanks Mark,

    I'm meeting with the users tomorrow. Will reach out if we can't figure it out.

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    Kim
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