topic Running total in Quick Measures Gallery

Running total

Anonymous — Tue, 25 Jul 2017 13:28:11 GMT

NAME:

Running total performance measure

DESCRIPTION:

Calculate the running total of some column containing numerical values over any given period of time.

PARAMETERS:

Name: Base value

Tooltip: The value you want to measure the running total performance on.

Type: Numerical field / measure

Name: Dates

Tooltip: The dates interval wherein you want to calculate the running total.

Type: Date field

DAX:

Approach if you have a time dimension:

Running total of {Base value} =

Calculate(

SUM({Base value}),

FILTER(

(ALL({Dates}),

{Dates} <= MAX ( {Dates from time dimension} )

)

Approach if you don't have a time dimension (this will only work if you have a row for each period of {Dates} in your date column):

Running total of {Base value} =

Calculate(

SUM({Base value}),

FILTER(

(ALL({Dates}),

{Dates} <= MAX ( {Dates} )

)

If you take a look at the .pbix, you'll find syntax for creating a time dimension and making the monthname + year column.

Don't hesitate to ask about the measure. I'll gladly elaborate on anything regarding it.

Re: Running total

Anonymous — Tue, 25 Jul 2017 13:28:39 GMT

I've edited a little in the post. There were a typo in the DAX formulas.

Re: Running total

wynhopkins — Tue, 17 Oct 2017 07:02:40 GMT

I'd really like to see this implemented. I'd label this Lifetime To Date

Re: Running total

ArulselvanD07 — Tue, 01 May 2018 15:20:37 GMT

Hi Anonymous Is it possible to calculate running total for a measure instead of a physical column? Please let me know, thanks

Re: Running total

Anonymous — Wed, 30 May 2018 05:17:04 GMT

I have DataSet like Three Years(2016,2017,2018) and Want to show in line chart running total with X-axis as Month of every year and Y-axis having Price. When i implemented this dax for 2016,2017,2018 all are overlapping(having same value).

Re: Running total

ArulselvanD07 — Fri, 01 Jun 2018 03:44:28 GMT

Hi Anonymous,

Pls share the data, your current result and the expected results. If possible please share the pbix file as well.

Thanks

Re: Running total

Anonymous — Tue, 05 Jun 2018 05:24:13 GMT

Hi ArulselvanD07

Thanks I have figured it out where i was wrong. I just updated your DAX as per my requirements. Now its working fine.