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

Find everything you need to get certified on Fabric—skills challenges, live sessions, exam prep, role guidance, and more. Get started

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.


Visit my LinkedIn page by clicking here.


Schedule a meeting with me to discuss further by clicking here.

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.


Visit my LinkedIn page by clicking here.


Schedule a meeting with me to discuss further by clicking here.

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.


Visit my LinkedIn page by clicking here.


Schedule a meeting with me to discuss further by clicking here.

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.


Visit my LinkedIn page by clicking here.


Schedule a meeting with me to discuss further by clicking here.

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.


Visit my LinkedIn page by clicking here.


Schedule a meeting with me to discuss further by clicking here.

Helpful resources

Announcements
Europe Fabric Conference

Europe’s largest Microsoft Fabric Community Conference

Join the community in Stockholm for expert Microsoft Fabric learning including a very exciting keynote from Arun Ulag, Corporate Vice President, Azure Data.

AugPowerBI_Carousel

Power BI Monthly Update - August 2024

Check out the August 2024 Power BI update to learn about new features.

September Hackathon Carousel

Microsoft Fabric & AI Learning Hackathon

Learn from experts, get hands-on experience, and win awesome prizes.

Sept NL Carousel

Fabric Community Update - September 2024

Find out what's new and trending in the Fabric Community.