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

Power BI is turning 10! Let’s celebrate together with dataviz contests, interactive sessions, and giveaways. Register now.

Reply
jp2020
Helper I
Helper I

Cumulative Running Total Issue with Legend

Hi all,

 

I have a cumulative column working using quick measure:

 

Cumulative Amount= CALCULATE (

SUM('Table'[Amount] ),
FILTER (ALLSELECTED('Table'),
'Table'[ORDER_DATE] <= MAX( 'Table'[ORDER_DATE] )
)
)

 

ORDER_DATEAmountCumulative Amount
JAN

10

10
FEB515
MAR520

 

However when I add another column (client type) the monthly totals are duplicating inthe cumulative column.

 

How do I get cumulative totals per the client type by month?

 

ORDER_DATECLIENT TYPEAmountCumulative Amount
JANA210
JANB510
JANC310
FEBA115
FEBB

3

15
FEBC115
MARA320
MARB120
MARC120

 

So I would like this:

ORDER_DATECLIENT TYPEAmountCumulative Amount
JANA22
JANB55
JANC33
FEBA13
FEBB

3

8
FEBC14
MARA36
MARB19
MARC15
1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@jp2020 , Try if this can help

Cumulative Amount= CALCULATE (
SUM('Table'[Amount] ),
FILTER (ALLSELECTED('Table'),'NT Transactions'[Client_Type] =max('NT Transactions'[Client_Type] ) &&
'NT Transactions'[ORDER_DATE] <= MAX( 'NT Transactions'[ORDER_DATE] )
)
)

Full Power BI Video 20 Hours YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

View solution in original post

3 REPLIES 3
amitchandak
Super User
Super User

@jp2020 , Try if this can help

Cumulative Amount= CALCULATE (
SUM('Table'[Amount] ),
FILTER (ALLSELECTED('Table'),'NT Transactions'[Client_Type] =max('NT Transactions'[Client_Type] ) &&
'NT Transactions'[ORDER_DATE] <= MAX( 'NT Transactions'[ORDER_DATE] )
)
)

Full Power BI Video 20 Hours YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

Hi!
I tried this and it works! Thanks! But I have met another problem. If client C does not have any order in MAR I would like that it shows me the number from the previous month (like 4+0=4), but client C does not appear at all. Is it some way to do it like this? All clients are showen every month with result to this month.

That worked perfectly, thank you!

Helpful resources

Announcements
June 2025 Power BI Update Carousel

Power BI Monthly Update - June 2025

Check out the June 2025 Power BI update to learn about new features.

June 2025 community update carousel

Fabric Community Update - June 2025

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