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Oros
Resolver III
Resolver III

Running total

Hello,

 

I have the following simple table.  How do you create a measure for RUNNING TOTAL that is based on date column?  Thanks.

Oros_0-1689773215739.png

 

I will have a date slider. 

Oros_1-1689773229957.png

For example, if I select January 3-5, I will see only this

Oros_2-1689773284135.png

 

 

 

 

1 ACCEPTED SOLUTION
HaneeshaThan
Frequent Visitor

Use this formula when calculating running total measure 

Running Total = Calculate ( SUM('sample'[QTY]), FILTER( ALL('sample'[Date ]),'sample'[Date ] <= MAX('sample'[Date ])))

See the sample below for a visual with running total column

 

 Capture.PNG

Hope it helps.

 

View solution in original post

7 REPLIES 7
NMOORE
Helper II
Helper II

Although I'm quite confdent with DAX I still use the power BI built in measure for running totals. You can't go wrong. Instead of selecting measure, select 'New Quick measure' a few items down. Go down to Running Total on the list. add the desired columns - manipulate the DAX where required. I often add other variables which only start showing data when it's revelant etc.

HaneeshaThan
Frequent Visitor

Are you summarizing the QTY column ? 

Capture.PNG

This is with out QTY summarised 

C2.PNG

This is with

c1.PNG

So recheck what is happening to your fields.

Ahmedx
Super User
Super User

Share sample pbix file to help you.

HaneeshaThan
Frequent Visitor

Use this formula when calculating running total measure 

Running Total = Calculate ( SUM('sample'[QTY]), FILTER( ALL('sample'[Date ]),'sample'[Date ] <= MAX('sample'[Date ])))

See the sample below for a visual with running total column

 

 Capture.PNG

Hope it helps.

 

Hi @HaneeshaThan ,

 

This works!  Thanks.

Hi @HaneeshaThan ,

 

Thank you very much for your quick reply.  Unfortunately the formula does not work.  I am getting the same Running Total as the QTY.  Any ideas?  Thanks again.

 

Oros_0-1689793891975.png

 

vaso
Frequent Visitor

@OrosHi, did you find any solution?

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