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RUNNINGSUM

Category: Rollforward & time series

Overview

The RUNNINGSUM function calculates a cumulative total along the time axis.

Each period's value equals the sum of all values from the first non-empty period up to and including the current period.

Use this function when you want to track how values accumulate over time or as a helper function.

Syntax

RUNNINGSUM('Node')

Example usage: RUNNINGSUM('Profit')

Parameters

Parameter

Description

Type

Required

Node

Input node, specified using the node name in single quotes (e.g. 'Profit')

Node reference

Yes

Output Shape

Aspect

Behavior

Dimensionality

Preserves the input shape

Row count

Same number of rows as the input node

Time axis

Each period accumulates all preceding values

Non-time dimensions

Running sum is calculated independently for each combination

Watch Out

  • RUNNINGSUM requires a time dimension in the input node.

  • The cumulative calculation follows the chronological order of the time hierarchy.

  • Each combination of non-time dimensions is accumulated independently.

  • Periods before the first non-empty value are omitted from the output.

  • Missing values after the first non-empty period are treated as zero.


Examples

Basic cumulative total

Input node: Profit

Year

Value

2025

10

2026

20

2027

15

Formula: RUNNINGSUM('Profit')

Year

→ RUNNINGSUM Result

2025

10

2026

10 + 20 = 30

2027

10 + 20 + 15 = 45

Multi-dimensional input

When the node has additional dimensions (e.g. Region), the running sum is calculated independently for each dimensional combination.

Input node: Revenue

Year

Region

Value

2025

EMEA

50

2026

EMEA

60

2025

APAC

30

2026

APAC

40

Formula: RUNNINGSUM('Revenue')

Year

Region

→ RUNNINGSUM Result

2025

EMEA

50

2026

EMEA

50 + 60 = 110

2025

APAC

30

2026

APAC

30 + 40 = 70

Each region accumulates its values independently over time.

Behavior with gaps in the data

When the input has missing values for some time periods, RUNNINGSUM skips leading empty periods and treats later gaps as zero.

Input node: Payments

Year

Value

2024

N/A

2025

100

2026

N/A

2027

50

Formula: RUNNINGSUM('Payments')

Year

→ RUNNINGSUM Result

2025

100

2026

100 + 0 = 100

2027

100 + 0 + 50 = 150

2024 is omitted from the output because it is a leading empty period. 2026 has no value, so it is treated as zero, the running total carries forward unchanged.


Related Functions

Function

When to use instead

YTD

Running totals that reset within each year, quarter, month, or week.

RUNNINGPROD

Cumulative multiplication along the time axis instead of summation.

MOVINGSUM

Calculates sums over a sliding window of periods.

MOVINGAVG

Calculates averages over a sliding window of periods.

ROLLFORWARD_ADVANCED

Project values forward in time.

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