Forum Discussion
Simple Running Total
New to PBI.
I have 3 columns in a table visual, SKU #, Description and a Sum of forecasted inventory dollars. The column for forecasted inventory dollars is a calculated column (forecasted inventory dollars = x - y ). I want to calculate a running total of the inventory dollars. I tried, Quick Meaures, Running totals on this column, however the result is the same as the inventory dollars column? I've read through many post, and tried a few different methods, but can't quite find my answer. Thanks for your time.
2 Replies
Hi carH ,
You may create measure like DAX below.
running total measure = CALCULATE(SUM(Table1[forecasted inventory dollars]),FILTER(ALLSELECTED(DateDim),DateDim[Date] <= MAX(DateDim[Date])))
If I misunderstood it, could you please share your sample data and desired output screenshots for further analysis? You can also upload sample pbix to OneDrive and post the link here. Do mask sensitive data before uploading.
Best Regards,
Amy
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi Amy - thanks for your reponse. I do not have date columns in my model (see red below from your example measure)
running total measure = CALCULATE(SUM(Table1[forecasted inventory dollars]),FILTER(ALLSELECTED(DateDim),DateDim[Date] <= MAX(DateDim[Date])))
This is an example of my table (SKU, Description, Price, ForcsastedInvDollars). I'm trying to add the running total column (seen below on the end in red). As you can see there are no dates associated with this data set. This is a snapshot of a predetermined time in the future which is calculated outside this model. Please note, the full data set contains zero's, postive numbers and negative numbers within the coloumn forecasted inventory dollars. Thank so much for your help!
SKU Description Price ForcastedInvDollars Running Total 12345 Example SKU Description 1 $3.45 $328 $328 23571 Example SKU Description 2 $12.99 $310 $638 10101 Example SKU Description 3 $8.10 $310 $948 65651R2 Example SKU Description 4 $1.05 $277 $1,225 X4555 Example SKU Description 5 $2.99 $0 $1,225 12345 Example SKU Description 6 $23.50 ($40) $1,185 67891 Example SKU Description 7 $6.32 ($46) $1,139 78912B Example SKU Description 8 $35.46 ($75) $1,064 I've tried Quick Measure's, Running total. here is the DAX created by using that option.
Net SurplusShortage running total in itemNbr =CALCULATE(SUM('stockposition_final'[Net SurplusShortage]),FILTER(ALLSELECTED('PBI ItemMasterAll'[itemNbr]),ISONORAFTER('PBI ItemMasterAll'[itemNbr], MAX('PBI ItemMasterAll'[itemNbr]), DESC)))This is not working, the result is the same value from the forecastedInvDollars Column. Here's an example:
SKU Description price forcastedInvDollars Running Total 12345 Example SKU Description 1 $3.45 $328 $328 23571 Example SKU Description 2 $12.99 $310 $310 10101 Example SKU Description 3 $8.10 $310 $310 Thanks!
