How to Calculate Running Totals Using the Cumulative Function in Bold Reports
Published:
Updated:
Bold Reports allows users to use the Cumulative() function to display running totals for numeric fields across rows and pages. This technique is useful for financial reports and sales trackers that require progressive totals for better business insights.
Step-by-Step Instructions
Step 1. Open the Expression Window
- Click the expression editor icon in the Tablix cell.
- Select Expression from the dropdown popup to open the Expression editor
Step 2. Configure the Cumulative Expression
- Enter the
Cumulative()function in the expression editor. This function requires the field to be summed and the name of the dataset. - Use the following syntax:
=Cumulative(<Dataset Field>, <Dataset Name>) - For example, to calculate the running total of a field named
UnitPricefrom a dataset namedSalesOrderDetail, use:=Cumulative(Fields!UnitPrice.Value, "SalesOrderDetail") - Click Save to apply the expression to the selected cell.
Step 3. Preview and Verify the Report
- Click the Preview button in the top toolbar.
- Verify that the values increment correctly across the rows.
- Navigate through the report pages to ensure that the running total continues accurately.
Page One Cumulative Totals
Page Two Cumulative Totals
Page Three Cumulative Totals
The cumulative total displayed on the final page will match the grand total of the report.
You can download a sample report with this configuration here: Running Total Sample.