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Brookied
Helper I
Helper I

DAX help needed to calculate Daily running totals

Hi Guys

Quick Intro, Darren Brooks is my name and I am the Head of CRM for Concern Worldwide in Ireland. I have recently started using PowerBi as a analytics tools for fundraising analysis and after building a number of very good dashboards I have undertaken to build a new dashboard for a project manager of a new cash campaign starting in Feb. 

 

Most of the elements are in place haowever the stakeholders are looking for a daily running total based on daily income. the object is to have a year on year chart to show acumulative daily income compared to the project run same time last year. 

 

The previous way i did this was to enter data into an excel table and save - i would then refresh the dashboard to give me the required graph output as the table was imported to PowerBI desktop. I think built the graph as a this year/last year representation. This allowed the stakeholders to view performance like of  the project on a daily basis and track if ahead or behind. 

 

 

Below is a snippet of example daily income, 

Column 1 Last year daily

Column 2 This year daily

Column 3 date of income

Column 4 blank

Column 5 Acm of daily from last year

Column 6 Acm of daily from thie year

 

acm daily.PNG

 

 

Last Year vs This year daily performance.

graph.PNG

So as you can see from the above we have a nice visual to track this year activity to last years.

 

What I am now doing is building the whole report in PowerBI so i have a table imported from sql and its format is

 

1/1/16       €34

2/1/16       €29

3/1/16       €98

4/1... i think you see where this is heading!

 

what i want to do is add a column that gives me a running total. from year i can then graph this and when i know income from this year I can apply the same DAX and then build my visual based on the two acm daily figures.

 

Sorry for being long winded and please ask if unsure of what help i need.

 

Thanks in advance.

Brookie 

 

1 REPLY 1
Greg_Deckler
Super User
Super User

I would start here:

http://www.daxpatterns.com/cumulative-total/

 


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