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How to create cumulative sums with By groups to visualize data over time

You can use cumulative sums when working with a data set of measures that grow over a period of time and repeat regularly, such as measurements taken monthly that repeat yearly. Cumulative sums can help you determine whether your measurements are on track and how they are trending over time. 

Build a cumulative sum column using the New Formula Column functionality (available through right-click) in the data table:

Identify the grouping column: Right-click on the column you want to group, click New Formula Column, and then click Group By. Create the cumulative sum column: Right-click on the column, click New Formula Column, click Row, and then click Cumulative Sum. You now have your new column with the measure needed for visualization. Complete any specific customizations you want for your visualization, such as visualizing on a relative time scale or value coloring.

You're now ready to use Graph Builder to develop your visualization. Note that most of the New Formula Column functions will allow you to specify a By variable. Now that you have created a cumulative sum column, read this post to see how to build a graph with your new column.