topic Re: Running Total Help in DAX Commands and Tips

Running Total Help

PIYUSHPRAJAPATI — Tue, 18 Jun 2024 11:22:41 GMT

This is table visual in the powerbi i want value in 2015, 01 sum of previous three month same as it is for the 2015, 02 sum of the previous three month includes(2015,01) (2014,12) (2014,11) like wise for the next.

I have used sample finance data in the powerbi desktop and i created a Calender table using the following dax.

If anyone have idea to possible this kind of the solution or not using dax or anything in powerbi...?

Calender = CALENDAR(DATE(2013,09,01), DATE(2015,03,01))

and make a relation ship on the invoice date column of the sample data (finanace) in powerbi.

Re: Running Total Help

rajendraongole1 — Tue, 18 Jun 2024 11:55:59 GMT

Hi PIYUSHPRAJAPATI -can you try below measure and replace the columns and tables as per your file.

Measure:

Running total = calculate([profittotal],

datesbetween('Date'[Date],minx(all('Date'),

'Date'[Date]),max('Date'[Date])))

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Re: Running Total Help

foodd — Tue, 18 Jun 2024 12:07:48 GMT

Computing running totals in DAX - SQLBI

Re: Running Total Help

PIYUSHPRAJAPATI — Tue, 18 Jun 2024 12:22:35 GMT

I want answer in the last three month only and they took value from the previous three month only..... as i mentioned in the question like in 2015,01 answer is 29,785,822.02 and in the 2015, 02 answer is 47,141,824.12 like wise for the 2015,03. But you mentioned in the solution after the 2014 december in the 2015 whole year in each month same solution that i got but i think this kind of the scenario is not possible as i think.

Re: Running Total Help

Anonymous — Tue, 25 Jun 2024 08:41:57 GMT

Thanks for the reply from foodd andrajendraongole1，please allow me to provide another insight:
Hi,PIYUSHPRAJAPATI
Regarding the issue you raised, my solution is as follows:

1.As for your question, our answer is that your answer is correct, in powerbi if you want to use dax to implement the first three data accumulation and so repeated, is a typical recursive problem, which is difficult to achieve in powerbi using dax.

Solved: Recursion in DAX - Microsoft Fabric Community

2.You can try doing the calculation in excel first and then importing it into power bi. This is by far the easiest way. Here is a link to the relevant documentation:
How to create recursive functions in Excel with LAMBDA (spreadsheetweb.com)

3.You can also implement this function in PowerQurey, but you need to invest more effort:

Here is a link to the relevant documentation:

Recursive Functions in Power Query | Power BI Data (enterprisedna.co)

Of course, you are welcome to share your new findings with us.

Best Regards,

Leroy Lu

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