Forum Discussion

mayurdhote's avatar
mayurdhote
Regular Visitor
8 years ago
Solved

Issue with Running Total

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!

  • 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] ) )
    )

5 Replies

  • v-sihou-msft's avatar
    v-sihou-msft
    Microsoft Employee

    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,

      • Zubair_Muhammad's avatar
        Zubair_Muhammad
        Community Champion

        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] ) )
        )