topic Re: Running total visual in Developer

Running total visual

petr — Wed, 06 Jul 2016 08:27:34 GMT

Hi colleagues, I use diagram (screenshot) for tracking % of running total. How I can do the same visualization in PowerBI environment? Do I need to use one of existing visuals or I need to create customized visual? If so, please help me to create my own visual. I'm adding screenshot to show you what exactly I do via Excel.

Re: Running total visual

Greg_Deckler — Wed, 06 Jul 2016 13:14:56 GMT

In general, you would create a measure or column (probably a measure) that would contain your % of running total and then just add that measure a line chart visualization. If you provide some sample data, I could be more specific but you can check out the following link for a DAX pattern for running total:

http://www.daxpatterns.com/cumulative-total/

Re: Running total visual

petr — Thu, 07 Jul 2016 06:48:09 GMT

Thanks for idea! I probably can do running total via DAX, but I still have problems with P-04 period. Running total should be calculated in this column not as 100% for current SubPeriod, but as % of Projection (cell W26 in attachment). Also, calculation of this value should be sensitive for SubPeriods: there shouldn't be any data on pivot/graph (cells P44 - P49 in attachment).

I've just added data sample.

Re: Running total visual

v-chuncz-msft — Sun, 10 Jul 2016 15:08:38 GMT

Hi petr,

Given the sample data, you could perform GROUP BY first, then running total and do the pivot at last.

Re: Running total visual

petr — Tue, 26 Jul 2016 06:29:28 GMT

Thanks, Sam! I'll try to check your idea!