Running total with If condition

[Burcu]

Hi all,

I'm new in power BI and I'm trying to change excel reports to Power BI.

I have a table in excel like this

Date	Daily Total USD	USD RunnigTotal
31.12.2017	0,00	0,00
1.01.2018	20.000,00	20.000,00
2.01.2018	45.000,00	65.000,00
3.01.2018	-65.000,00	0,00
4.01.2018	18.000,00	18.000,00
5.01.2018	96.000,00	114.000,00
6.01.2018	-114.000,00	0,00
7.01.2018	14.870,00	14.870,00
8.01.2018	3.540,00	18.410,00
9.01.2018	58.300,00	76.710,00
10.01.2018	32.810,00	109.520,00
11.01.2018	4.500,00	114.020,00

In excel my running total column formul is =IF(C3>0;(C3+B4);B4). I'm tring to convert it to power BI but I couldn't get success.

In power BI, I get my first 2 columns as combine table then I create a measurement for running total column and apply the below formula

USD RUNNING TOTAL = IF(CALCULATE(SUM(COMBINE[Daily Total USD] );FILTER (ALL ( COMBINE[Date] );                                                                           COMBINE[Date] <= MAX ( COMBINE[Date]))) > SUM (COMBINE[Daily Total USD]);                                      CALCULATE(SUM(COMBINE[Daily Total USD] );FILTER (ALL ( COMBINE[Date] );                                                                            COMBINE[Date] <= MAX ( COMBINE[Date])));SUM (COMBINE[Daily Total USD]))

here is power BI measurement result. Normally, it calculate running total till 0 point. after 0 point it get the sum of [daily total USD]

Date	Daily Total USD	USD RunnigTotal
31.12.2017	0,00	0,00
1.01.2018	20.000,00	20.000,00
2.01.2018	45.000,00	65.000,00
3.01.2018	-65.000,00	0,00
4.01.2018	18.000,00	18.000,00
5.01.2018	96.000,00	9.600,00
6.01.2018	-114.000,00	114.000,00
7.01.2018	14.870,00	14.870,00
8.01.2018	3.540,00	3.540,00
9.01.2018	58.300,00	58.300,00
10.01.2018	32.810,00	32.810,00
11.01.2018	4.500,00	4.500,00

Does anyone have any idea of how can I get the same result for [running total usd] column with the excel?

[FlaF]

You can calculate new column like if(table.column 3>0;table.column 3+table.column 2;table.column 2)

Ciao

Flavia

[Zubair_Muhammad]

@Burcu

Try this calculated column

Calculated Column =
CALCULATE (
    SUM ( COMBINE[Daily Total USD] ),
    FILTER ( COMBINE, COMBINE[Date] <= EARLIER ( COMBINE[Date] ) )
)

[Burcu]

Hi @Zubair_Muhammad,

Thank you for your reply. It almost solved my problem. There is a little problem when the running total turn negative.

when calculation result turns the negative it would continue and start to get total on your own row. Do you have suggestions for that?

PS. I want to reach the same result with USD Calculated in Excel column.