Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Level up your Power BI skills this month - build one visual each week and tell better stories with data! Get started

Reply
kman42
Frequent Visitor

Running total on a filtered table

I have a table with revenues and expenses that is filtered by a slicer using Forecast ID. I'm trying to get a running total (Forecast Cumulative), but I can't seem to get the measure right. Here's what my table looks like. Forecast Cumulative is the measure:

Screenshot 2024-11-01 at 4.12.44 PM.png

 

The measure is: 

Forecast Cumulative = calculate(sum('Forecast Date Revenue Expense'[Revenue])-sum('Forecast Date Revenue Expense'[Expense]))

 

As you can see, it is just subtracting the expense from the revenue for each row. I need it to generate a running total so Forecast Cumulative should be:

15195

20204

11679

4530

etc

 

I'm sure I have the filters wrong, but not sure how to fix it.

 

Thanks!

1 ACCEPTED SOLUTION
FreemanZ
Community Champion
Community Champion

hi @kman42 ,

 

try like:

Forecast Cumulative = 

CALCULATE(

     sum('Forecast'[Revenue])-

sum('Forecast'[Expense]),

    Forecast[date]<=MAX(Forecast[date])

)

View solution in original post

1 REPLY 1
FreemanZ
Community Champion
Community Champion

hi @kman42 ,

 

try like:

Forecast Cumulative = 

CALCULATE(

     sum('Forecast'[Revenue])-

sum('Forecast'[Expense]),

    Forecast[date]<=MAX(Forecast[date])

)

Helpful resources

Announcements
Fabric SQL PBI Data Days

Data Days 2026 coming soon!

Sign up to receive a private message when registration opens and key events begin.

New to Fabric survey Carousel

New to Fabric Survey

If you have recently started exploring Fabric, we'd love to hear how it's going. Your feedback can help with product improvements.

Power BI DataViz World Championships carousel

Power BI DataViz World Championships - June 2026

A new Power BI DataViz World Championship is coming this June! Don't miss out on submitting your entry.