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

Microsoft is giving away 50,000 FREE Microsoft Certification exam vouchers. Get Fabric certified for FREE! Learn more

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
Notebook Gallery Carousel1

NEW! Community Notebooks Gallery

Explore and share Fabric Notebooks to boost Power BI insights in the new community notebooks gallery.

April2025 Carousel

Fabric Community Update - April 2025

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

Top Solution Authors