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Helper I

## Running Total - DAX

I need help. I am looking for same solution http://community.powerbi.com/t5/Desktop/DAX-Running-total-by-another-column/m-p/10512#M2189 but somehow its not working for me.

RunningTotal =
CALCULATE (
SUM ( TabelForecast[Forcast] );
FILTER ( ALL ( TabelForecast ); TabelForecast[MonthYear] <= MAX ( TabelForecast[MonthYear] ) );
VALUES ( TabelForecast[M#] )
)

I have tried many formulas in power BI but its not giving me running total but total for all the rows Any suggestions?

1 ACCEPTED SOLUTION
Community Champion

@FawadRehman This should work... Let me know.

```Running Total COLUMN =
CALCULATE (
SUM ( TabelForecast[Forecast] ),
ALLEXCEPT ( TabelForecast, TabelForecast[M#] ),
TabelForecast[MonthYear] <= EARLIER ( TabelForecast[MonthYear] )
)```
14 REPLIES 14
Community Champion

@FawadRehman This formula is for a MEASURE not a Calculated Column

see post you are referencing => it is used in a PIVOT TABLE

EDIT:

Helper I

@Sean Thank you, this is great. But at the same time, i have this in table,then i make a outer left join this table to another table to insert my running my Running total column values. I am very new in Power BI so please excuse my stupid logic or questions.  Thanks

Community Champion

Can you provide a sample of the desired final result? Are you doing a summary table?

Helper I
 Project Name M# MonthYear Forecast RunningTotal KR 0779930-AA December, 2015 \$              600,000.00 \$                             600,000.00 KR 0779930-AA January, 2016 \$              865,000.00 \$                         1,465,000.00 KR 0779930-AA March, 2016 \$           1,500,000.00 \$                         2,965,000.00 KR 0779930-AA August, 2016 \$              500,000.00 \$                         4,065,000.00 KR 10779930-AA July, 2016 \$              600,000.00 \$                         3,565,000.00 KR 107799DD February, 2016 \$           1,100,000.00 \$                         1,100,000.00 KR 107799DD April, 2016 \$                 10,000.00 \$                         1,110,000.00 KR 107799DD May, 2016 \$           2,500,000.00 \$                         3,610,000.00 MP DO6000 December, 2015 \$           1,000,000.00 \$                         1,000,000.00 MP DO6000 January, 2016 \$           3,000,000.00 \$                         4,000,000.00 MP DO6000 February, 2016 \$           3,100,000.00 \$                         7,100,000.00 JR R16ID80004 December, 2015 \$           2,300,000.00 \$                         2,300,000.00 JR R16ID80004 January, 2016 \$           2,500,000.00 \$                         4,800,000.00 JR R16ID80004 February, 2016 \$           3,300,000.00 \$                         8,100,000.00 JR R16ID80004 March, 2016 \$           4,000,000.00 \$                       12,100,000.00 MP RAM15IE10101 October, 2015 \$              500,000.00 \$                             500,000.00

Here is the table. No its to summary table, just normal table and i am add one new calculated column "Running table". Btw, projects could go 5 years or more so Max date funtion is necessary.

Community Champion

@FawadRehman Why don't you want to do the Running Total in the new Merged Table?

Helper I

@Sean any update sir?

Community Champion

@FawadRehman This should work... Let me know.

```Running Total COLUMN =
CALCULATE (
SUM ( TabelForecast[Forecast] ),
ALLEXCEPT ( TabelForecast, TabelForecast[M#] ),
TabelForecast[MonthYear] <= EARLIER ( TabelForecast[MonthYear] )
)```
Helper III

Can I calculate a running total without a date field.  I have a list of Machine Names and production total for each machine.  With the production total showing in descending order I want to add a running total from highest to lowest.  Data is from SQL database with a direct link.  Please let me know if this is possible.  The idea is when I drill down or filter the calculation of the running total will recalculate based on data showing.

Helper II
Helper I

Working like a charm. Thank You. btw do you know line break in text box?

Community Champion

I know some people use the Long Text Viewer Custom Visual instead...

https://app.powerbi.com/visuals/show/LongTextViewer1453740445633

Helper I

Here is my lookup column code

Full Contact = LOOKUPVALUE(' Contacts'[Manager Name],' Contacts'[Id],'Customer Contact'[ ContactId])
& "i want line break here " & LOOKUPVALUE(' Contacts'[Email],' Contacts'[Id],'Customer Contact'[ ContactId])
& "i want line break here " & LOOKUPVALUE(' Contacts'[Telephone],' Contacts'[Id],'Customer Contact'[ ContactId])

output

John Doe

JD@powerBI.com

123-345-5677

Thanks

Helper I

@Sean other table is coming from other source which has almost same columns and i want to join with M# ,MonthYear & Project Name.

Community Champion

@FawadRehman I believe you have to create a table to make that work. Beyond my meger skill set but @Sean can help you with this.

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