Column with accumulated sum?

[Hector_Reyes]

Hi! I’m stuck finding the best way to have a column in a table that sums the accumulated revenue every month:

Any ideas?

[Connor_McCormick]

Running Total (Sum, Average, Median, etc)

Does anyone know how to do a running total? In Excel it would be easy: Prior Result + new Result = Running Total thus far But I can’t figure it out in Coda. [image] I need this so that I can calculate the payback period on a customer. E.g. A customer costs $3,000 to acquire and they are paying a variable amount per month (based on usage of their product). I want to show that, for example, at Month 3 we’ve made our money back. Anyone have an idea how to do this? EDIT A workaround that I’m…

Especially:

Running Total (Sum, Average, Median, etc)

This may help you as well:

Also:

Running total column based on value in previous row

I’m trying to keep a running total (headcount) in my example: [running-total] As you can see, the result for every row, except the first, seems to be some sort of cell identifier (as text) with the movement value added (again as text). I’ve seen adding-values-from-previous-rows but the formula format using square brackets doesn’t seem to work. Is it possible to write a formula that takes a value from the previous row? Additionally, it seems that when using nth you only get back the ‘displa…

Adding values from previous rows

Hi. I have this table that I want to use as a money tracker The goal is to list transactions updating the available ammount dinamically. So, given the initial value, in the rows above the “total” column should be updated. It should be =thisRow.value + previousRow.value. Yeah, I know there is no such thing as previousRow. So how can I accomplish that? Thank you very much. [table]

There are many ways to skin this cat, but the one I offered is:

1. Create a column called OrderId with formula:

thisTable.Find(thisRow)

2. Then your Accum. Revenue formula can be:

thisTable.Filter(OrderId <= thisRow.OrderId).Revenue.Sum()

[Hector_Reyes]

Yes, this is perfect! Thanks @Connor_McCormick !

[JoshSzwarga]

@Connor_McCormick thoughts on how to efficiently filter for multiple accounts in the same table? i.e. a bank account statement having multiple running totals in the same column?

Currently using the “PreviousRow” Lookup solution given in other conversations but it is slowing down even my test doc:
thisTable.Filter(Ranked<thisRow.Ranked && Fund.Contains(thisRow.Fund)).Sort(true,thisTable.Ranked).Last()

[Connor_McCormick1]

Could you share an sample doc with an example of what kind of output you’re looking for?