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parry2k
Super User
Super User

Learn how new WINDOW DAX functions makes running total super easy in Power BI

🎈 Running Total and New WINDOW DAX function-Love in the air 🎈

 

📢 In this NEW #powerbi #video, we will use the WINDOW function to get the running total.

 

Although running total in #powerbi is not new, having a running total on a text column was surely challenging in the past, and require changes in the model.

 

Previously, if we want to have a running total on a text column, we needed to add a helper column with a data type as a number and then use that to get a running total.

 

The question is, why that is wrong or how is it different now? This is what this #video is going to talk about. How easy it is to get a running total for a text column, similar to getting a running total on a date or a number column.  

 

https://youtu.be/VvPcPaVx64A

 

Windows DAX Function - Window Function to Running Total - 3 (Time 0_00_04;05).png



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4 REPLIES 4
parry2k
Super User
Super User

@Ackbar-Learner I have posted the solution in reply to your comment in the video. Basically, you are using a single table and that is causing the issue. It is recommended to use star schema (dim and facts).

 

Cheers!!



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.

Ok thanks 😀

Ackbar-Learner
Resolver I
Resolver I

Hi @parry2k I commented on your youtube video. Here i give you more details. I used exactly the same DAX in the video:

Board02aP&LRunningTotal = 
CALCULATE(
    [Board01P&LAllTransactionAmountwithSign],
    WINDOW(
        1,ABS,
        0,REL,
        SUMMARIZE(ALLSELECTED(TabPLGLItem),TabPLGLItem[GLItem]),
        ORDERBY(TabPLGLItem[GLItem]),
    )
)

 I don't need partition by because there is no sub-level to show. As you can see below screenshot, it is replicating exactly the same amount per row instead of a running total.

 

AckbarLearner_0-1674304129492.png

Any idea as to why this is so?

 

Anonymous
Not applicable

Hi @parry2k ,

Thanks for sharing the video!

 

I find that you are sharing your channel and the PBI videos in the community recently. You could reply yourself to share the links again, and then accept your reply as solution. An answered thread is searched more easily than an open one. Others will learn more from your sharing.

 

Best Regards
Community Support Team _ Polly

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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