Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

Running Total on Non-Date Column & Filter Applied

Hi everyone,

 

I'm running into problem with calculate running total. I wanted to create a running total of Invoice Net by Advertiser to understand the trade-off between acquire new business or stick with the one we already have and sell more to them.  

 A DAX solution would be nice. 

Thank you!

  • V-lianl-msft's avatar
    V-lianl-msft
    6 years ago

    Hi Anonymous ,

     

    You need to create an index column in "edit queries".

    Then try the DAX below:

    running_total = CALCULATE(
    SUM(test_1[invoice net]),
    FILTER(test_1,test_1[Index]<=EARLIER(test_1[Index])))
     

    You can refer to the pbix

     

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

3 Replies

  • V-lianl-msft's avatar
    V-lianl-msft
    Community Support
    6 years ago
    Hi Anonymous ,
     
    You can try the following DAX:
    SUM_ = CALCULATE(
        SUM(test_1[invoice net]),
        ALLEXCEPT(test_1,test_1[advertiser]))
     
    Best Regards,
    Liang
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
    • Anonymous's avatar
      Anonymous
      Not applicable
      6 years ago

      V-lianl-msft 

       

      Thanks for your response! I want them to look more like this. I did it in Excel but wanted to do it in PowerBi so I can add the table to a shared dashboard

       

       

      Please let me know if you have any thoughts.

      Tien

       

      • V-lianl-msft's avatar
        V-lianl-msft
        Community Support
        6 years ago

        Hi Anonymous ,

         

        You need to create an index column in "edit queries".

        Then try the DAX below:

        running_total = CALCULATE(
        SUM(test_1[invoice net]),
        FILTER(test_1,test_1[Index]<=EARLIER(test_1[Index])))
         

        You can refer to the pbix

         

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