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Rana_Rumeel
Helper II
Helper II

Running Total in not giving correct total

Hi Everyone,

I am using Matrix visual
in Rows I am using DAY (not date)
in Columns I am using Month

Running_Total = 
CALCULATE(
   SUM(vw_Document[Dollars]),   
    DATESMTD(vw_Document[Date].[Date]) 
)

I am using following measure to Calculate Running Total.

which is working fine at Matrix level, but the Total it is displaying it is basically repeating the numbers from December. and Grand Total is repeating the numbers from 31st.
It is not actually calculating the sum.

Rana_Rumeel_0-1715027349064.png


What I am looking for is like given below.

Rana_Rumeel_1-1715027536794.png
I will put DAY in Rows then it will provide me the Sum of Running total of my sales for Last year.

Regards,

 

1 ACCEPTED SOLUTION

@Rana_Rumeel Right, that's the classic measure total problem and I provided the link on how to fix it.



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View solution in original post

5 REPLIES 5
Greg_Deckler
Community Champion
Community Champion

@Rana_Rumeel Try this: Better Running Total - Microsoft Fabric Community

 

Or maybe:

First, please vote for this idea: https://ideas.powerbi.com/ideas/idea/?ideaid=082203f1-594f-4ba7-ac87-bb91096c742e

This looks like a measure totals problem. Very common. See my post about it here: https://community.powerbi.com/t5/DAX-Commands-and-Tips/Dealing-with-Measure-Totals/td-p/63376

Also, this Quick Measure, Measure Totals, The Final Word should get you what you need:
https://community.powerbi.com/t5/Quick-Measures-Gallery/Measure-Totals-The-Final-Word/m-p/547907

Also: https://youtu.be/uXRriTN0cfY
And: https://youtu.be/n4TYhF2ARe8



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@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
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External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
DAX For Humans

DAX is easy, CALCULATE makes DAX hard...

@Greg_Deckler  Thank you for reply

I just added one extra column DAY as this is required in my case. I placed on page 2 of the attached file. and Total is not correct.
Your support will be great.

PBIX file Download from Here 

@Rana_Rumeel I don't know what you are trying to achieve. If you look at the January column, or any of the month columns, you can see that it is a running total and that the row total equals the last day of that month. So that is the total up until that point. If you follow the matrix from January 1 down the column then up to February and down that column and repeat for the entire matrix, you will see that the measure is consistently additive and tracking the running total correctly.

 

Going across, the totals are again the running total up until that day. So December 1 is the same as the total for the Day 1 row. This all makes perfect sense in terms of what is going on here but obviously this is not what you want. So please help me understand what you want. 

 

If you want the total to sum the individual running total rows or columns then you would use the standard technique: First, please vote for this idea: https://ideas.powerbi.com/ideas/idea/?ideaid=082203f1-594f-4ba7-ac87-bb91096c742e

This looks like a measure totals problem. Very common. See my post about it here: https://community.powerbi.com/t5/DAX-Commands-and-Tips/Dealing-with-Measure-Totals/td-p/63376

Also, this Quick Measure, Measure Totals, The Final Word should get you what you need:
https://community.powerbi.com/t5/Quick-Measures-Gallery/Measure-Totals-The-Final-Word/m-p/547907

Also: https://youtu.be/uXRriTN0cfY
And: https://youtu.be/n4TYhF2ARe8



Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
DAX For Humans

DAX is easy, CALCULATE makes DAX hard...

@Greg_Deckler Thank you for your reply

This exactly what I am looking for

Rana_Rumeel_1-1715094273441.png

 

but Matrix visual is giving me the result like below

Rana_Rumeel_2-1715094302227.png

 

@Rana_Rumeel Right, that's the classic measure total problem and I provided the link on how to fix it.



Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
DAX For Humans

DAX is easy, CALCULATE makes DAX hard...

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