Cumulative Sales Line Chart

Hi everyone,

I reached out to Quick Base support but unfortunately got the most ridiculous no effort answer ever :(. So disappointed in that honestly as they are normally helpful.  I assume checked out for the holidays.  But, I am hoping someone here can help me.

I have an app that maintains a billing section of the app under a larger Project Manage Scope.  The organization is as follows:

Projects < Opportunities < Orders < Invoices

What I am trying to accomplish is a line chart that over three years can show me a comparison snapshot by month of cumulative billing.  I want two charts:

One chart showing the data as Total Invoices.  So it compares monthly and cumulative.  So the data point for January needs to be January, February is January + February, and March is January + Feb + Mar etc.

The second chart is going to do the exact same thing but filter the data on a "type" field in the Opportunities table.  That is already carried all the way down to the invoices table via lookups so the data is present already.

Here is how far I got.....Two issues persist:

1. The data is not cumulative.  It is a summary of the total sales per month.  I need to make it cumulative.
2. Less of an issue, but how do I sort the months properly?  As you can see it is running January, October, November, December since it is a numeric field grabbing the date of billing in a month format.

Also FYI we only joined Quick Base somewhat recently so the sales that are 0 are correct as that is pre-Quick Base.  I just want to build this report for 3 years of history as once we are down the road a bit more with Quick Base that is the range we want to see.  Possibly just against last year so two years could work as well but I know how to change that.

Thanks in advance for the help!

Happy Holidays and Happy New Year!