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

Find everything you need to get certified on Fabric—skills challenges, live sessions, exam prep, role guidance, and more. Get started

Reply
jlamprecht
Regular Visitor

Cumulative total by group

I know how to create a running total column with 

calculate(
sum ( table[Values]),
all(table),
table[date] <= earlier (table[date])
)

however, I have several jobs on one table that need their own running totals. Sample data would be:

Job      Period     Amount    Running Total
Job1    201901    5000         5000
Job1    201902    10000       15000

Job2    201901    3000         3000
Job2    201902    4000         7000

 

What is the best way to do this? I think I need to do it as a column since on the report page, there is a date filter and the running total needs to go to the beginning of time regardless of the report filter.

 

Thank you!

1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@jlamprecht try this

 

calculate(
sum ( table[Values]),
allexcept(table, table[job]),
table[date] <= earlier (table[date])
)


Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

View solution in original post

2 REPLIES 2
parry2k
Super User
Super User

@jlamprecht try this

 

calculate(
sum ( table[Values]),
allexcept(table, table[job]),
table[date] <= earlier (table[date])
)


Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

That is working perfectly!

Helpful resources

Announcements
September Hackathon Carousel

Microsoft Fabric & AI Learning Hackathon

Learn from experts, get hands-on experience, and win awesome prizes.