Showing posts with label running total. Show all posts
Showing posts with label running total. Show all posts

Wednesday, August 14, 2019

How to get running totals in view

Let's say we need to see bank account balances per day with running totals.

A running totals query is a query in which the total for each record is a summation of that record and any previous records. This type of query is useful for displaying cumulative totals over a group of records (or over a period of time) in a graph or report.

The simplest way to achieve it is to create a view for BankAccountTrans table and add any groupings you need.





In my example, these are Bank account, transaction currency, financial dimension set, and, of course, transaction date.



I use standard aggregation Sum for my daily total and a computed column for running total.



The computed column method reads as follows



public class myBankAccTransAggrView extends common
{
    private static server str amountCurRunningTotal()   // X++
    {
        return "sum(sum(t1.AMOUNTCUR)) OVER (PARTITION by t1.DATAAREAID, t1.ACCOUNTID, t1.CURRENCYCODE  order by t1.TransDate)";
    }

}

It is ready for consumption; enjoy your BI inside of D365!