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mayurdhote Frequent Visitor
Frequent Visitor

Issue with Running Total

Let’s consider I have data as shown in below table and I want to calculate Running Total of Amount column as shown in last column i.e Running Total.

 

Category

TypeID

Date

Amount

Running Total

A

12

19-11-2017

10

10

A

23

20-11-2017

10

20

B

15

21-11-2017

10

30

C

12

23-11-2017

10

40

B

23

24-11-2017

10

50

C

16

25-11-2017

10

60

 

 

I have tried with built in functionality of power BI i.e. “New quick measure->Running Total”. But it does not  work for me as you can see here multiple dimension present in the table (Category, TypeID, Date).

 

I have also tried with the solution from the following post, but it does not work for me:

http://community.powerbi.com/t5/Desktop/DAX-Running-total-by-another-column/td-p/10512

 

Any ideas would be much appreciated.  Thanks for any help in advance!

1 ACCEPTED SOLUTION

Accepted Solutions
Super User
Super User

Re: Issue with Running Total

Hi @mayurdhote

 

In that case.

 

First Add an Index Column to your Table using QUERY Editor

(Before adding Index Sort your Table by Dates if not already sorted)

 

47.png

 

Now you can get the Cumulative Total using this Index Column

 

Running_Total with Index =
CALCULATE (
    SUM ( Table1[Amount] ),
    FILTER ( ALL ( Table1 ), Table1[Index] <= MAX ( Table1[Index] ) )
)
4 REPLIES 4
Moderator v-sihou-msft
Moderator

Re: Issue with Running Total

@mayurdhote

 

In your scenario, only Data column contains unique values, so you should apply filter on Date column. 

 

Running Total Amount = CALCULATE(SUM(Table1[Amount]),FILTER(ALL(Table1),Table1[Date]<=MAX(Table1[Date])))

24.PNG

 

Regards,

mayurdhote Frequent Visitor
Frequent Visitor

Re: Issue with Running Total

Thanks @v-sihou-msft !

But what if in above scenario, date column does not have unique values?

Super User
Super User

Re: Issue with Running Total

Hi @mayurdhote

 

In that case.

 

First Add an Index Column to your Table using QUERY Editor

(Before adding Index Sort your Table by Dates if not already sorted)

 

47.png

 

Now you can get the Cumulative Total using this Index Column

 

Running_Total with Index =
CALCULATE (
    SUM ( Table1[Amount] ),
    FILTER ( ALL ( Table1 ), Table1[Index] <= MAX ( Table1[Index] ) )
)
Super User
Super User

Re: Issue with Running Total

@mayurdhote

 

The image below shows the Cumulative Total with and without Index

It is your sample data. I just added one row with same date

 

49.png