Scenario: To cumulate the sales amount based on the salesperson considering amount from parent class and sorting using the date and internal ID.
Solution:
List> Search> Saved Searches
Select Transactions
Enter Search Title
Criteria:
Type: Sales Order
Main line: False
Tax line: False
COGS: False
Shipping: False
Results:
Field: Transaction date
Field: Sales person
Field: Formula (Currency), Formula: SUM (CASE WHEN {parentclass} IN (‘Parts’, ‘Warranty’) THEN {salesamount} ELSE 0 END) OVER (PARTITION BY EXTRACT(MONTH FROM {trandate}), {salesperson} ORDER BY {trandate} ASC, {internalid} ASC ROWS BETWEEN UNBOUNDED PRECEDING AND CURRENT ROW)
Label: Cumulative Amount
Click Save