Being able to apply a cumsum in a metric in the pivot table

What is the problem or goal the end user is trying to solve or accomplish?

The user wants to calculate cumulative sums (cumsum) directly in the pivot table. Currently, the pivot table only supports static aggregation metrics like sum, count, or average. However, the user needs the ability to calculate running totals across rows (and optionally columns) to track cumulative metrics over time or categories, such as year-to-date totals or progressive category totals.

For example:

• Current Behavior: The pivot table only displays aggregated values for each row and column independently.

• Needed Feature: The pivot table should allow users to calculate cumulative values for a metric. For instance, summing the values progressively by year or any other dimension.

In the comparison:

• The current pivot table shows the raw sums for each year (2021, 2022, etc.) across categories.

• The requested feature demonstrates cumulative totals across years (e.g., category5: 2021 -> 23, 2022 -> 23+12=35, 2023 -> 35+3=38, 2024 -> 38+5=43).

How are they solving it currently?

Currently, they can't achieve it

What is the recommended solution by the Customer?

Add a cumulative sum (cumsum) option to the pivot table’s metric configuration. This could work as:

1. A toggle for "Cumulative Metric" when configuring metrics in the pivot table.

2. A dropdown in the metric settings with options like:

   • Rolling average

   • Percent change

   • Cumulative sum