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How to Calculate Running Totals Using the Cumulative Function in Bold Reports

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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

  1. Click the expression editor icon in the Tablix cell.
  2. Select Expression from the dropdown popup to open the Expression editor
    image.png

Step 2. Configure the Cumulative Expression

  1. Enter the Cumulative() function in the expression editor. This function requires the field to be summed and the name of the dataset.
  2. Use the following syntax:
    =Cumulative(<Dataset Field>, <Dataset Name>)
    
  3. For example, to calculate the running total of a field named UnitPrice from a dataset named SalesOrderDetail, use:
    =Cumulative(Fields!UnitPrice.Value, "SalesOrderDetail")
    
  4. Click Save to apply the expression to the selected cell.
    Set Cumulative Expression

Step 3. Preview and Verify the Report

  1. Click the Preview button in the top toolbar.
  2. Verify that the values increment correctly across the rows.
  3. Navigate through the report pages to ensure that the running total continues accurately.

Page One Cumulative Totals

Page One Preview

Page Two Cumulative Totals
Page Two Preview

Page Three Cumulative Totals
Page Three Preview

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.

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