Running Sum in Quicksight

Q&A
,
1

I’m trying to get the running total of loans originated over the years. I’ve used this formula but keep getting syntax errors. Any help would be appreciated!

runningSum(sum({Loan Amount}), [{truncDate(“MM”, {First Disbursed Month})} ASC, {truncDate(“YYYY”, {First Disbursed Month})} ASC], )

2

Hi

Here is the documentation of running sum. Read carefully , you are missing something.

runningSum
(
sum({Billed Amount}),
[truncDate(“MM”,Date) ASC]
)

Regards,
Naveed Ali

3

hi Naveed, thanks for the reply. I’ve tried it out but I’m still getting an error:

runningSum

(

[sum({Loan Amount})],

[truncDate(“MM”,{Disbursement Date})]

)

4

Hi @ntjc,

Try this:

runningSum(
	[sum({Loan Amount})],
	[truncDate("MM",{Disbursement Date}) ASC]
)