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

Join us for an expert-led overview of the tools and concepts you'll need to become a Certified Power BI Data Analyst and pass exam PL-300. Register now.

Reply
bucsicsm
Regular Visitor

Running Total in Matrix

Hello guys,

 

We are currently struggling with a running total topic. 

 

Let's assume you have a table with the following columns:

 

balance_sheet_code,

as_of_date,

accounting_period,

cash_flow

 

We managed to create a running total on accounting periods (accumulation) IF the "accounting_period" field is on the column in the matrix. 

In case we simply put the "as_of_date" on the columns in the matrix and create a slicer to select the "accounting_period", then the accumulation does not work. It simply displays the value for the single accounting_period (non-accumulated) in the matrix.

The goal is that we select i.e. "accounting_period" = "10 days" in the slice and the matrix shows accumulated numbers (of cash_flow)  per "as_of_date" in the matrix.

 

Matrix layout is:

 

balance_sheet_code on the rows, accounting_period on columns, cash_flow in values and as_of_date in slicer --> all good
balance_sheet_code on the rows, as_of_date on columns, cash_flow in values and accounting_period in slicer --> issue

 

any help is very much appreciated.

0 REPLIES 0

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 community update carousel

Fabric Community Update - June 2025

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