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Anonymous
Not applicable
3 years ago

Cumulative Running total

Hi All , I am kind of struck with this logic. Checked online forums. Did not get proper logic. Can anyone help on this getting 

 

Date NetFlow **bleep** Net Flow
Apr-23 -38 -38
May-23 -47 -85
Jun-23 45 40
Jul-23 34 74
Aug-23 12 86
Sep-23 -100 -14
Oct-23 78 64
Nov-23 12 76
Dec-23 -2000 -1924
Jan-24 100 -1824

2 Replies

  • Anonymous , if you have date, with help from date table try like

     

    Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(all('Date'),'Date'[date] <=max('Date'[date])))

    Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(allselected(date),date[date] <=max(date[Date])))

    Cumm Based on Date = CALCULATE([Net], Window(1,ABS,0,REL, ALL('date'[date]),ORDERBY('Date'[date],ASC)))

    Cumm Based on Date = CALCULATE([Net], Window(1,ABS,0,REL, ALLSELECTED('date'[date]),ORDERBY('Date'[date],ASC)))

     

     

    Running Total/ Cumulative:
    https://www.youtube.com/watch?v=h2wsO332LUo&list=PLPaNVDMhUXGaaqV92SBD5X2hk3TMNlHhb&index=42

     

    Continue to explore Power BI Window function Rolling, Cumulative/Running Total, WTD, MTD, QTD, YTD, FYTD: https://youtu.be/nxc_IWl-tTc

  • use quick measure, running total . base field is netflow , based on date.

     

    Hope this helps!

     

    Please mark it as a solution or give a kudo if it works for you, otherwise let me know if you run into an issue and I'll do my best to assist.