Add a running total to a report

Finance wants to see today's number next to the total for the month so far, in one table.

BeginnerRead 3 minDoing: 15 to 20 minutes5 steps

What you'll have at the end

One query with the daily figure and a running total beside it, matching a hand check for one day

Before you start

You need

A table of individual sales, each row showing a date and an amount.

Not covered

Filling in a report row for a calendar day that had no sales at all.

Leans on

5 steps

Track month over month growth with LAG

go there when the ask is comparing this month's pace against last month's, not accumulating the current month alone

Smooth a noisy daily count into a 7-day rolling average

go there when the report needs a smoothed daily trend instead of a total that keeps climbing all month

Checked 26 Aug 2026