Cumulative
Create cumulative columns
Use the Cumulative tool to create new columns with a cumulative sum, cumulative average, cumulative minimum or cumulative maximum. It can be helpful to analyse revenue growth over time, customer retention, cumulative ROI, etc.
If you’re looking for more advanced ways to do row-wise calculations check out the Compare, Multi Row, Difference or Running Interval tool
Configuration
The Cumulative tool has of one required input and two optional input in the additional settings.
Select Column and Cumulative Calculation Pairs
Select column(s) and the cumulative calculation that you would like to carry out.
Additional Settings: Group By
This is an optional input. You can use it to segregate what you are comparing with into groups.
Additional Settings: Sort
This is an optional input. It can be helpful to sort your data appropriately before calculative anything cumulative. For instance, sorting by date.
When To Use
Whenever you looking to do running calculations, the Cumulative tool is a good place to start:
- Aggregating investment returns over a period of time
- Monitoring cumulative average of net promoter scores
- Running sum of user acquisition
- Monitoring customer net new revenue over time
Examples
Revenue - Cumulative Sum and Average
Revenue - Cumulative Sum and Average
I want a sorted, running cumulative sum and average of my revenue over the past year
Customer Retention - Average
Customer Retention - Average
I want to get a running cumulative average of my custom customer cohort retention to smoothen out variability over the year
After the Pivot tool you can get results like the below