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Hello,
I would need help to recreate a view previously used in excel in Power BI.
I have revenue data for customers.
My client is used to an excel report with the Top 10 customers per period and that view also includes a running total.In excel it is very easy to build a pivot and then just format it nicely.
I'm unable to recreate the same in Power BI. I of course am able to create the top 10 list and add revenue, but I'm unable to recreate the running total in the same way.
Would there be a way to recreate the same structure?
Thank you
This is the sample dataset I used.
| Customer | Revenue |
| A | 660060 |
| B | 859853 |
| C | 612308 |
| D | 951804 |
| E | 597404 |
| F | 817893 |
| G | 630734 |
| H | 528341 |
| I | 925906 |
| J | 823436 |
| K | 563381 |
| L | 762965 |
| M | 645259 |
| N | 777655 |
| O | 753775 |
| P | 838959 |
| Q | 531276 |
| R | 815859 |
| S | 617026 |
| T | 554859 |
| U | 845365 |
| V | 789148 |
| W | 864362 |
| X | 763753 |
| Y | 790694 |
| Z | 513323 |
| A | 669412 |
| B | 860447 |
| C | 535366 |
| D | 734377 |
| E | 816970 |
| F | 555610 |
| G | 600410 |
| H | 742891 |
| I | 749270 |
| J | 989855 |
| K | 863371 |
| L | 908157 |
| M | 557425 |
| N | 764042 |
| O | 782332 |
| P | 842244 |
| Q | 592373 |
| R | 727344 |
| S | 748808 |
| T | 889460 |
| U | 523578 |
| V | 874658 |
| W | 768813 |
| X | 582952 |
| Y | 933773 |
| Z | 834912 |
| A | 772762 |
| B | 606592 |
| C | 514489 |
| D | 663718 |
| E | 526562 |
| F | 995460 |
| G | 576705 |
| H | 777025 |
| I | 521193 |
| J | 659382 |
| K | 879839 |
| L | 864531 |
| M | 861661 |
| N | 892603 |
| O | 534682 |
| P | 986529 |
| Q | 876840 |
| R | 814699 |
| S | 766618 |
| T | 953951 |
| U | 724966 |
| V | 935819 |
| W | 794149 |
| X | 930475 |
| Y | 680450 |
| Z | 972779 |
Hello @bundipapa if dates are not available, then you have to create a numeric column as reference to create running total because minimum, lessthan or equal to all these functions will work only either on dates or numerics. So create a numeric column with reference to the customer.
For example A-1, B-2...... Z-26 then in the running total calculation use that numeric column under fields. This will help you to create running total.
If this post helps, then please consider accepting it as the solution to help other members find it more quickly. Thank You!!
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