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Tony5 Frequent Visitor
Frequent Visitor

Running Totals with Filtering

I'm attempting to migrate a dashboard from Tableau to PowerBI, and I'm unsure how to implement a specific feature.

 

Basically, if I have a column for sales for the months of Jan Feb Mar, I need a column that shows cumulative sales, at the same time, if I filter to only show Feb, the cumulative should contain Jan+Feb. Likewise, if I only filter to show March, it should show the cumulative sales of all 3 months.

 

Below is a Tableau forum post of what I want to happen.

https://community.tableau.com/thread/187499

 

1 ACCEPTED SOLUTION

Accepted Solutions
v-huizhn-msft Super Contributor
Super Contributor

Re: Running Totals with Filtering

Hi @Tony5,

Please create another table named "Month" including month, there is no ralationship between table Month and your sales table. 

1. Create a sclier including Month[month] column.

2. Create a measure to calculate the running total using the formula below.

running total = VAR mm=SELECTEDVALUE(Month[Month])
Return CALCULATE(SUM(Test[sales]),FILTER(Test,Test[Month]<=mm))


3. Please see the screenshot, when you click 1, it disply the sum sale of jan, when you click 2, it disply the sum sale of jan+feb. You will get expected result.

1.PNGpicture1  2.PNG
Please download the attachment for more details.

Best Regards,
Angelia

1 REPLY 1
v-huizhn-msft Super Contributor
Super Contributor

Re: Running Totals with Filtering

Hi @Tony5,

Please create another table named "Month" including month, there is no ralationship between table Month and your sales table. 

1. Create a sclier including Month[month] column.

2. Create a measure to calculate the running total using the formula below.

running total = VAR mm=SELECTEDVALUE(Month[Month])
Return CALCULATE(SUM(Test[sales]),FILTER(Test,Test[Month]<=mm))


3. Please see the screenshot, when you click 1, it disply the sum sale of jan, when you click 2, it disply the sum sale of jan+feb. You will get expected result.

1.PNGpicture1  2.PNG
Please download the attachment for more details.

Best Regards,
Angelia