Running Totals

[e175429]

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 file but you have to be a SuperUser.

[v-hashadapu]

Hi @e175429 , Hope you're doing fine. Can you confirm if the problem is solved or still persists? Sharing your details will help others in the community.

[v-hashadapu]

Hi @e175429 , hope you are doing great. May we know if your issue is solved or if you are still experiencing difficulties. Please share the details as it will help the community, especially others with similar issues.

[techies · Accepted solution]

Hi @e175429 please try this

Running Total =

CALCULATE (

    COUNTROWS(payments),

    FILTER (

        ALLEXCEPT ( payments, payments[User] ),  

        payments[PaidDate]<= MAX ( payments[PaidDate] )

    )

)

[djurecicK2]

Hi @e175429 ,

 In addition to what @Rupak_bi has said, you might look at using the RUNNINGSUM visual calculation. Here is some additional info:

https://www.youtube.com/watch?v=pqfBH0ZmYkA

[Rupak_bi]

hi @e175429 ,

Please share the sample data in plain text (currently ist an image and cant copy). will try to buiid the solution.

[e175429]

@Rupak_bi 

A very samall portion of my actal data:

Date:                  User:

7/1/2023            Nervis

7/1/2023            Nervis

7/1/2023            Clay

7/3/2023            Walter

7/3/2023            Leveston

7/3/2023            Leveston

7/3/2023            Nervis

7/5/2023            Clay

7/9/2023            Clay

8/14/2023          Walter

8/14/2023          Leveston

8/14/2023          Nervis

2/27/2024          Clay

2/27/2024          Leveston

2/27/2024          Nervis

2/27/2024          Walter

2/27/2024          Leveston

2/27/2024          Leveston

3/19/2024          Clay

[Rupak_bi]

Hi @e175429 ,

Sorry for delayed response.

Please see below results. Let me know if these are in line. else will modify.

Attaching PBIX as well. Accept if works.....

[Shahid12523]

Power BI (DAX):

Running Total =
CALCULATE(
COUNTROWS('Table'),
FILTER(
ALLSELECTED('Table'),
'Table'[User] = MAX('Table'[User]) &&
'Table'[PaidDate] <= MAX('Table'[PaidDate])
)
)

SQL:

COUNT(*) OVER (PARTITION BY [User] ORDER BY PaidDate) AS RunningTotal

[Sahir_Maharaj]

Hello @e175429,

Could you please try the following approach:

Running Total per User :=
VAR CurrentDate = MAX ( 'Fact'[PaidDate] )
RETURN
CALCULATE (
    COUNTROWS ( 'Fact' ),
    FILTER (
        ALLSELECTED ( 'Fact'[PaidDate] ),
        'Fact'[PaidDate] <= CurrentDate
    )
)

[e175429]

Hey,

Thank you for your response. I've created the measure but I'm not sure how to graph this.

This is what I get:

Which is not exactly what I am looking for. 

In the table, I want the running totals for everyone, and then when I put a filter on, I would like the running total for that one individual. 

I have already created a date table:

[MasonMA]

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]

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