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dw700d
Post Patron
Post Patron

Running Total by Date

I am trying to create a running total for the sum column by date for the below table. How can I accomplish this by creating a measure?

 

Date        Type      Spend
7/27/2020         EPL       1000
7/27/2020       GSCS       1500
7/27/2020          EPL        3000
7/27/2020          EPL       2000
7/28/2020       GSCS         1200
7/28/2020       GSCS       1400
7/282020         EPL        900
7/29/2020       GSCS       750
7/29/2020         EPL      1200
7/29/2020      GSCS      1400

 

1 ACCEPTED SOLUTION
Tahreem24
Super User
Super User

@dw700d ,

Try this:

CALCULATE(SUM(Sheet4[Value]),FILTER(ALL(Sheet4),Sheet4[Date]<=MAX(Sheet4[Date])))
 
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4 REPLIES 4
dw700d
Post Patron
Post Patron

Thank you all for your prompt responses

amitchandak
Super User
Super User

@dw700d , Try with date table

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(date,date[date] <=maxx(date,date[date])))
Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(date,date[date] <=max(Sales[Sales Date])))

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


Appreciate your Kudos.

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Anonymous
Not applicable

 

Hi @dw700d 

Try this measure

RuningTotal = 
 VAR selectedDate = SelectedValue(Table[Date])
 VAR FilteredTable = Filter(
                       All(Table)
                       , Table[Date] <=selectedDate
                      ) 
Return Sumx(filteredTable, Table[Spend])

Hope this helps.

Thanks

 

Tahreem24
Super User
Super User

@dw700d ,

Try this:

CALCULATE(SUM(Sheet4[Value]),FILTER(ALL(Sheet4),Sheet4[Date]<=MAX(Sheet4[Date])))
 
Don't forget to give thumbs up and accept this as a solution if it helped you!!!

Please take a quick glance at newly created dashboards : Restaurant Management Dashboard , HR Analytics Report , Hotel Management Report, Sales Analysis Report , Fortune 500 Companies Analysis , Revenue Tracking Dashboard

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