Issue with Running Total

[mayurdhote]

Let’s consider I have data as shown in below table and I want to calculate Running Total of Amount column as shown in last column i.e Running Total.

Category	TypeID	Date	Amount	Running Total
A	12	19-11-2017	10	10
A	23	20-11-2017	10	20
B	15	21-11-2017	10	30
C	12	23-11-2017	10	40
B	23	24-11-2017	10	50
C	16	25-11-2017	10	60

I have tried with built in functionality of power BI i.e. “New quick measure” -> “Running Total”. But it does not  work for me as you can see here multiple dimension present in the table (Category, TypeID, Date).

I have also tried with the solution from the following post, but it does not work for me:

http://community.powerbi.com/t5/Desktop/DAX-Running-total-by-another-column/td-p/10512

Any ideas would be much appreciated.  Thanks for any help in advance!

[v-sihou-msft]

@mayurdhote

In your scenario, only Data column contains unique values, so you should apply filter on Date column. 

Running Total Amount = CALCULATE(SUM(Table1[Amount]),FILTER(ALL(Table1),Table1[Date]<=MAX(Table1[Date])))

Regards,

[mayurdhote]

Thanks @v-sihou-msft !

But what if in above scenario, date column does not have unique values?

[Zubair_Muhammad · Accepted solution]

Hi @mayurdhote

In that case.

First Add an Index Column to your Table using QUERY Editor

(Before adding Index Sort your Table by Dates if not already sorted)

Now you can get the Cumulative Total using this Index Column

Running_Total with Index =
CALCULATE (
    SUM ( Table1[Amount] ),
    FILTER ( ALL ( Table1 ), Table1[Index] <= MAX ( Table1[Index] ) )
)

[WSCTech]

Hi Zubair,

I know this is an old post, but I tried to replicate your solution but it seems I'm getting repeated values in my running total column. See snapshot below:

 

[Zubair_Muhammad]

@mayurdhote

The image below shows the Cumulative Total with and without Index

It is your sample data. I just added one row with same date