How to create a dashboard chart that shows the accumulated sum of record values ?

Hello Ricardo,

Hope you are doing well today. 



If I understand your business task correctly, there is no way to show the year-to-date sum of a record value with the basic application tools. As a workaround, you can filter the data on by month but by month & year, day-month-year, so it might be more convenient to identify the date, for example:

In the following link you can find more information about Charts dashboards:

https://academy.creatio.com/documents/base/7-16/chart-dashboard-tile?document=base

Also if you're interested in using financial tools you can check Creatio financial products:

https://academy.creatio.com/documents/lending/7-16/introduction?document=lending

https://academy.creatio.com/documents/bank-customer-journey/7-16/introduction?document=bank%20customer%20journey

https://academy.creatio.com/documents/bank-sales/7-16/introduction?document=bank%20sales

For example, those products include such section as 'Financial accounts' sections, where is present financial dashboard:

https://academy.creatio.com/documents/bank-sales/7-16/financial-accounts-section?document=bank%20sales

Best regards,

Roman

Thanks for your reply.

I managed to implement it by the use of a DB view.

Best regargs,