cancel
Showing results for
Did you mean:
Regular Visitor

## running total in calculated column

Hi all,

My data model contains a table with planned changes in stock per item. I want to add a column to this table which contains the accumulated stock changes for this item until the date of the current row. I am sure there must be an easy way to do this, but I haven't found the right way yet. Can anyone help me?

Regards,

Theo

1 ACCEPTED SOLUTION

Accepted Solutions
Super User

## Re: running total in calculated column

@TheoM

OK, try this:

```RunningTotal =
CALCULATE (
SUM ( Table1[Movement] ),
Table1[Date] <= EARLIER ( Table1[Date] ),
ALLEXCEPT ( Table, Table1[Item] )
)```

It's always good to show your sample data also on table/text format so that it can be readily copied

4 REPLIES 4
Super User

## Re: running total in calculated column

Hi @TheoM

You need to show the structure of your data model and sample data to make things easier for people answering.

What do you mean by 'accumulated stock changes'?? The sum? An example based on your sample data would certainly help.

```NewColumn =
CALCULATE (
SUM ( Table1[Stock] ),
FILTER ( Table1, Table1[Date] < EARLIER ( Table1[Date] ) )
)```

but you provide too little info

Highlighted
Regular Visitor

## Re: running total in calculated column

Hi @AlB,

Here is simplified structure of my fact table. It contains various items which have multiple planned changes. There can be several changes on the same item at the same date (see line 4 and 5). In order to calculate the planned stock level at the date shown on the current row, I want to sum all changes until the date in the current row. The Running Total column shows the desired result. FYI: date format is d-m-yyyy

I hope you can help me with this.

Super User

## Re: running total in calculated column

@TheoM

OK, try this:

```RunningTotal =
CALCULATE (
SUM ( Table1[Movement] ),
Table1[Date] <= EARLIER ( Table1[Date] ),
ALLEXCEPT ( Table, Table1[Item] )
)```

It's always good to show your sample data also on table/text format so that it can be readily copied

Regular Visitor

## Re: running total in calculated column

Hi @AlB

Regards, Theo

Announcements

#### Microsoft Business Applications October Virtual Launch Event

Join us for an in-depth look at the new innovations across Dynamics 365 and the Microsoft Power Platform.

#### Power BI Helps Homeless and Trouble Youth

We spoke with Power BI Super User, Greg Deckler, about his charity work

#### Watch Sessions On Demand!

Continue your learning in our online communities.

Top Kudoed Authors
Users Online
Currently online: 263 members 2,939 guests
Recent signins: