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te271203's avatar
te271203
Regular Visitor
3 months ago
Solved

Tableau to PowerBI Running Totals Issue

Hello all,   I have two data sets: one is in a Redshift table and the other is an Excel file containing monthly totals for the table's data set.   Attached are screenshots from Tableau and PowerB...
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  • te271203's avatar
    te271203
    2 months ago

    Thanks for reaching out. I was able to solve it using a Python script and by adding a few New Data Model tables with joins, which helped me get the cumulative dashboard aligned with the target.

danextian's avatar
danextian
Super User
3 months ago

Hi te271203 

The simplest approach is to use visual calculation

 

But the usal DAX pattern is:

Running Sum Measure = 
CALCULATE (
    [your measure],   -- Base measure to be evaluated (e.g. SUM of sales, revenue, etc.)

    FILTER (
        ALL ( DatesTable ),  
        -- Removes any existing filters on the DatesTable
        -- so the calculation considers the full date range

        DatesTable[Date Column] <= MAX ( DatesTable[DateColumn] )
        -- Keeps only dates up to the current row/context date
        -- MAX(DateColumn) represents the current evaluation date in context
    )
)