Showing running totals in an Area chart instead of individual transactions?

[Anonymous]

So I have the following chart:

It's based on a table that contains (sample values):

Date | Type | Value

1/1/19 | Income | 5.60

1/2/19 | Expense | 10.95

What I'd like to see is that instead of showing each individual transaction, it shows the growing totals. So over time the red area gets larger and larger, as does the green area. Eventually the green hopefully overtakes the red.

Is there any way to set this graph to show the running totals instead of the individual transactions?

[v-lid-msft · Accepted solution]

Hi @Anonymous ,

We can use a measure in area chart to achieve your requirement:

Measure =
SUMX (
    FILTER (
        ALLSELECTED ( 'Table' ),
        [Date] <= SELECTEDVALUE ( 'Table'[Date] )
            && 'Table'[type] = SELECTEDVALUE ( 'Table'[type] )
    ),
    [Value]
)

BTW, pbix as attached.

Best regards,

Community Support Team _ Dong Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Anonymous]

Thank you all!

[Ashish_Mathur]

Hi,

Create a Calendar Table and build a relationship from the Date column of your Data Table to the Date column of your Calendar Table.  In the Calendar Table, extract the Year by using this calculated column formula

Year = Year(Calendar[Date])

Month = FORMAT(Calendar[Date],"mmmm")

Create a slicer and drag Year from the Calendar Table to that slicer.  Select 2019 in the Year slicer.  To your visual, drag Month and Date from the Calendar Table to the x-axis.  Write these measures

Total = SUM(Data[Value])

YTD Total = CALCULATE([Total],DATESYTD(Calendar[Date]))

Hope this helps.

[amitchandak]

Right-click on your column or table and click on Add Quick Measure. Choose running total option and create a new running total measure 

[Anonymous]

Thanks for the reply, I appear to be doing something wrong though, the graph is unchanged and this is the table of that measure: