Running Total - DAX

[FawadRehman]

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?

[Sean]

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

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

EDIT:

[FawadRehman]

@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

[Sean]

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

[FawadRehman]

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. 

[Sean]

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

[FawadRehman]

@Sean any update sir?

[Sean · Accepted solution]

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

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

[Lucy64]

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.

[dstramilov]

Who can solve these problems? 

http://community.powerbi.com/t5/Desktop/General-Ledger-to-Balance-Sheet-Financial-Statement/m-p/4303...

[FawadRehman]

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

[Sean]

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

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

[FawadRehman]

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

[FawadRehman]

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

[kcantor]

@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.