Adam C - Workflow and Web Application Consulting

Accumulative Charts

Charts displaying data for each week are easy, but what if we want to see the accumulative growth instead?

View the solution base here

Base Details

  1. Data table
    1. Each record was an interaction with a customer and contained the date that the record was created.


The client needed to see the total accumulated number of records per week as a chart.

The Solution

We first created a new table called Weeks and a linked field to the Data table.

We then created an automation that would trigger once a week on Sunday morning.

It would first retrieve all the records in the Data table by doing a Find Record action on a view that contained all the records
Find Records.png

We then created a new record in the Weeks table that we then linked to all of the previously found records.
Create Record.png

As such, each time the automation ran, it would create a new Week record that contained all of the past records, as well as that past week's records.

This would create the accumulated data that would look like the following:

With this data, we then created a chart with the following options. The most important one is to toggle "Split multiple values" ON in the "X-axis" section
Chart Settings.png

Which would result in the following