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

Vote for your favorite vizzies from the Power BI Dataviz World Championship submissions. Vote now!

Reply
boa
Helper I
Helper I

Running totals for categories and years

Hello

 

I'm totally new to Power BI. I have a problem with calculating running totals. 

This is a view of my data:

boa_0-1661781413152.png

 

I have tried a lot of dax-expressions and this expression works for 1 year (i use a filter on start_year)

running total = calculate(sum('Blad1'[Count]);filter(allselected('Blad1');'Blad1'[catnr]<=SELECTEDVALUE('Blad1'[catnr])))
 
Result:
boa_1-1661781719859.png

 

But now I want a matrix with the categories and years in (so no filter on year) and this is the result. I tried different dax expressions with ALL, ALLSELECTED, MAX, EARLIER,... but i can't find the solution.

boa_2-1661782104503.png

I have also made a new table (summarize) and tried it with this table but non of the expressions is working.

 New Table:

boa_3-1661782429271.png

 

Anyone who can help me?

 

 

 

 
2 ACCEPTED SOLUTIONS
Jihwan_Kim
Super User
Super User

Hi,

Could you please try something like below whether it suits your requirement?

 

running total =
CALCULATE (
    SUM ( 'Blad1'[Count] );
    FILTER (
        ALLSELECTED ( 'Blad1' );
        'Blad1'[catnr] <= SELECTEDVALUE ( 'Blad1'[catnr] )
            && 'Blad1'[Start_year] = MAX ( 'Blad1'[Start_year] )
    )
)

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

View solution in original post

Hi,

I am not sure if I understood your question correctly, but please check the attached file.

I fixed two measures.

Thank you.


If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

View solution in original post

5 REPLIES 5
boa
Helper I
Helper I

@Jihwan_Kim Thank you! It works, you made my day!

Hi,

 

I try now to calculate the percentage of the running total. The DAX expression works again if I filter the data but not without filter on years.

DAX expression:

Percentage running total =
CALCULATE (
    SUM ( 'Blad1'[Count] );
    FILTER (
        ALLSELECTED ( 'Blad1' );
        'Blad1'[catnr] <= SELECTEDVALUE ( 'Blad1'[catnr] )
            && 'Blad1'[Start_year] = MAX ( 'Blad1'[Start_year] )
    )
)/CALCULATE(SUM('Blad1'[Count]);ALLSELECTED('Blad1'))

 

Result with filter:

boa_0-1661853280843.png

Result without filter:

boa_1-1661853611578.png

I tried different expressions but I only get errors :-(. 

 

  

Hi,

I am not sure if I understood your question correctly, but please check the attached file.

I fixed two measures.

Thank you.


If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

Hi,

Please share your sample pbix file's link, and then I will try to look into it.

Thank you.


If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

Jihwan_Kim
Super User
Super User

Hi,

Could you please try something like below whether it suits your requirement?

 

running total =
CALCULATE (
    SUM ( 'Blad1'[Count] );
    FILTER (
        ALLSELECTED ( 'Blad1' );
        'Blad1'[catnr] <= SELECTEDVALUE ( 'Blad1'[catnr] )
            && 'Blad1'[Start_year] = MAX ( 'Blad1'[Start_year] )
    )
)

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

Helpful resources

Announcements
Power BI DataViz World Championships

Power BI Dataviz World Championships

Vote for your favorite vizzies from the Power BI World Championship submissions!

Sticker Challenge 2026 Carousel

Join our Community Sticker Challenge 2026

If you love stickers, then you will definitely want to check out our Community Sticker Challenge!

January Power BI Update Carousel

Power BI Monthly Update - January 2026

Check out the January 2026 Power BI update to learn about new features.

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.