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Helper III

5 years ago

Solved

Running Total based on Funding Year

I've got a data source with a funding ID and I need to create a column with the running total. See below for an example.

How would I create the running total column?

FundingID	Funding Year	Amount	Running Total
4555	2019	1000	1000
4555	2020	2000	3000
4555	2021	3000	6000

v-xiaotang
5 years ago
Hi mvgust

if you need to classify by id then sum total, try this

CALCULATE(SUM('Table'[Amount]),FILTER(ALLEXCEPT('Table','Table'[FundingID]),'Table'[Funding Year]<=MIN('Table'[Funding Year])))

result

Best Regards,

Community Support Team _Tang

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

3 Replies

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Resident Rockstar

Is this what you mean?

Measure :=
VAR _year =
    MAX ( TableName[Funding Year] )
RETURN
    CALCULATE ( SUM ( TableName[Amount] ), TableName[Funding Year] <= _year )

v-xiaotang
Community Support
5 years ago
Hi mvgust

if you need to classify by id then sum total, try this

CALCULATE(SUM('Table'[Amount]),FILTER(ALLEXCEPT('Table','Table'[FundingID]),'Table'[Funding Year]<=MIN('Table'[Funding Year])))

result

Best Regards,

Community Support Team _Tang

If this post helps, please consider Accept it as the solution to help the other members find it more quickly.
v-xiaotang
Community Support
5 years ago
Hi mvgust

Have you solved this problem? If yes, could you kindly accept the answer helpful as the solution (or kindly share your solution ). so the others can find it more quickly.
really appreciate!
Any question, please let me know. Looking forward to receiving your reply.

Best Regards,

Community Support Team _Tang