Forum Discussion
Creating rolling totals with on-off filter capability
Hello,
I am trying to create a rolling total. I am using excel and have 2 seperate worksheets. Worksheet #1 list many projects with savings that may or may not occure in the same year. I would like to capture the savings in worksheet #2 as a rolling total with the ability to filter by project meaning having a slicer that when a project is seleected it reduces the rolling total, when it is deselected the savings are removed from the rolling total. Although not shown here, there are multiple Sites (Site 1, Site 2, Site 3, etc... which will each have their own individual rolling totals staring in year 2022 thru 2050.
| Site ID | Project Name | Year Complete | Savings 1 |
| Site 1 | Project 1 | 2024 | 500 |
| Site 1 | Project 2 | 2024 | 100 |
| Site 1 | Project 3 | 2025 | 50 |
| Site 1 | Project 4 | 2026 | 300 |
| Site 1 | Project 5 | 2027 | 200 |
| Site ID | Year | Rolling Total |
| Site 1 | 2022 | 5000 |
| Site 1 | 2023 | 5000 |
| Site 1 | 2024 | 4400 |
| Site 1 | 2025 | 4350 |
| Site 1 | 2026 | 4050 |
| Site 1 | 2027 | 3850 |
| Site 1 | 2028 | 3850 |
| Site 1 | 2029 | 3850 |
2 Replies
sverderame Is this more of an Excel question with Excel formulas or ? Where does the Rolling Total column come from, is that part of your data or is that your desired outcome? If it is the desired outcome, where do the numbers come from?
Greg_Deckler Its a PowerBi question. The running total lives in the excel spreadsheet. What I want to do is create a custom column in PowerBI that shows the effects (savings) of doing certain projects or not doing them. Essentially have a line graph that shows the baseline and each time a project is selected it would be reflected up or down.
