Running Total on Non-Date Column & Filter Applied

[Anonymous]

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]

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]

@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 · Accepted solution]

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.