Forum Discussion

e175429's avatar
e175429
Icon for Helper IV rankHelper IV
1 year ago
Solved

Running Totals

Hello All,   This is a sample of my data: Anyone know what I should do to get the running totals for the Users? Mind you, my actual data is over 43,000 rows.   I tried to upload a sample ...
  • techies's avatar
    techies
    1 year ago

    Hi e175429 please try this

     

    Running Total =
    CALCULATE (
        COUNTROWS(payments),
        FILTER (
            ALLEXCEPT ( payments, payments[User] ),  
            payments[PaidDate]<= MAX ( payments[PaidDate] )
        )
    )
     

     

     

     

MasonMA's avatar
MasonMA
Icon for Super User rankSuper User
1 year ago

Hello e175429 


1. Build a Date table if this doesn't exist. Suppose this Date table is called 'Date'. 

2. Suppose the table that has data on your screenshot is called 'Fact'. Create a proper one-to-many relationship from 'Date' to your 'Fact'[PaidDate] 

You can use measure, 

RunningTotal:=
CALCULATE(
COUNTROWS('Fact'),
FILTER(
ALL('Date'[Date]), 
'Date'[Date] <= MAX('Date'[Date])
),
VALUES('Fact'[User])
)

 

Thanks. 

 

 

  • e175429's avatar
    e175429
    Icon for Helper IV rankHelper IV
    1 year ago

    Hey,

     

    Thank you for your response, but I'm still having a issue.

     

    So, I created your measure and got this:

    Which is great!

    What would I have to do to get a column that shows the total by month per user?

    For instance, under Staley, a column next to "running total" would be month "monthly total" where

    Sept-24 = 2

    Aug-24 = 2

    Dec-23 = 5

    Oct-23  = 1