Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Power BI is turning 10! Let’s celebrate together with dataviz contests, interactive sessions, and giveaways. Register now.

Reply
Anonymous
Not applicable

Create a new column that calculates a running total for each unique ID in another column

I am having an issue creating a new column that calculates a running total for each unique ID listed. For example:

 

ID          Bill          Date          Running Total (this is what I need)

1           105         1/1/19       105

2           103         1/1/19       103

1           110         2/1/19       215

2           98           2/1/19       201

3           132         2/1/19       132

 

Now, I have sucessfully created a measure that calculates the running total, but I am having difficulty figuring out the right filter, or group.... to use. Here is what I have so far.

 

Total = CALCULATE(
            SUM('Table1'[Bill]), 
            FILTER('Table1', 'Table1'[Date] <= EARLIER('Table1'[Date]))
        )

 

This calculation works and creates a valid result. However, it is the sum for all the Id's listed.

 

My main issue, is my Id field is not distinct, because each Id has a monthly entry, it appears numerous times. My goal is to create a column that shows the sum of the current bill and all previous bills for each Id.

 

Any assistance would be much appreciated.

1 ACCEPTED SOLUTION

Hi @Anonymous 
Or this:

Running Total 2 = 
Var _curDate = myTable[Date]
Var _curID = myTable[ID]
var _calc = CALCULATE(SUM(myTable[Bill]),myTable[Date]<=_curDate,myTable[ID]=_curID, All(mytable))
return _calc

runntot1.PNG

 


Let me know if you have any questions.

If this solves your issues, please mark it as the solution, so that others can find it easily. Kudos 👍are nice too.
Nathaniel 





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




View solution in original post

4 REPLIES 4
Nathaniel_C
Community Champion
Community Champion

Hi @Anonymous ,
runntot.PNG

 

Try this:

Running Total =
VAR _curDate = myTable[Date]
VAR _calc =
    CALCULATE (
        SUM ( myTable[Bill] ),
        FILTER ( ALLEXCEPT ( myTable, myTable[ID] ), MAX ( myTable[Date] ) <= _curDate )
    )
RETURN
    IF ( ISBLANK ( _calc ), myTable[Bill], _calc )

Using variables in your DAX rather than Earlier is recommended now. 
Let me know if you have any questions.

If this solves your issues, please mark it as the solution, so that others can find it easily. Kudos 👍are nice too.
Nathaniel 





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




Hi @Anonymous 
Or this:

Running Total 2 = 
Var _curDate = myTable[Date]
Var _curID = myTable[ID]
var _calc = CALCULATE(SUM(myTable[Bill]),myTable[Date]<=_curDate,myTable[ID]=_curID, All(mytable))
return _calc

runntot1.PNG

 


Let me know if you have any questions.

If this solves your issues, please mark it as the solution, so that others can find it easily. Kudos 👍are nice too.
Nathaniel 





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




Anonymous
Not applicable

Thanks for the assistance! I ended up using the second solution you posted. It is correctly calculating the running total bill for each account ID in my data as I intended. Awesome job!

@Anonymous ,
You are welcome!

Nathaniel





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




Helpful resources

Announcements
Join our Fabric User Panel

Join our Fabric User Panel

This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.

June 2025 Power BI Update Carousel

Power BI Monthly Update - June 2025

Check out the June 2025 Power BI update to learn about new features.

June 2025 community update carousel

Fabric Community Update - June 2025

Find out what's new and trending in the Fabric community.