Power BI is turning 10! Tune in for a special live episode on July 24 with behind-the-scenes stories, product evolution highlights, and a sneak peek at what’s in store for the future.
Save the dateEnhance your career with this limited time 50% discount on Fabric and Power BI exams. Ends August 31st. Request your voucher.
Hi,
I am trying to calculate a cumulative/running total using:
Running Invoiced Amounts =
VAR CurrentDate = MAX(AR_Balances[GL Date])
RETURN
CALCULATE(
SUMX(AR_Balances, AR_Balances[Invoice Amount]),
FILTER(
ALL(AR_Balances),
AR_Balances[GL Date] <= CurrentDate
)
)
GL Date* | Invoice Amount | Cumulative Total |
1-Jan-22 | 100 | 1,050 |
15-Jan-22 | 200 | 1,250 |
... | ... | ... |
31-Dec-22 | 200 | 1,450 |
1-Jan-23 | 250 | 1,700 |
... | ... | ... |
27-May-23 | 300 | 2,200 |
Total | 1,050 | 3,050 |
*GL Date = Invoice Date
Problems I am unable to fix::
1. Starting of cumulative total (1,050) is the sum of all invoices (total). Why and how to prevent so?
2. Cumulative total seemingly works (if starting 1,050 is ignored), but I expect it to reset as soon as the year changes on 31-Dec. How to achieve this?
Thanks.
Can you share your PBI?
Nopes. Apologies.
Update:
I have managed to fix the first issue where cumulative total started with the sum of all invoices (i.e. 1,050) using below DAX. Please help me with the second problem. Thanks:
Solution to # 1:
Running Invoiced Amounts =
VAR CurrentDate = MAX(AR_Balances[GL Date])
RETURN
CALCULATE(
SUMX(AR_Balances, AR_Balances[Invoice Amount]),
AR_Balances[GL Date] <= CurrentDate
)
Check out the July 2025 Power BI update to learn about new features.
This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.
User | Count |
---|---|
26 | |
10 | |
10 | |
9 | |
6 |