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Microsoft
Microsoft

Running total visual

Hi colleagues, I use diagram (screenshot) for tracking % of running total. How I can do the same visualization in PowerBI environment? Do I need to use one of existing visuals or I need to create customized visual? If so, please help me to create my own visual. I'm adding screenshot to show you what exactly I do via Excel.

PowerBIvisual.PNG

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Super User IV
Super User IV

In general, you would create a measure or column (probably a measure) that would contain your % of running total and then just add that measure a line chart visualization. If you provide some sample data, I could be more specific but you can check out the following link for a DAX pattern for running total:

 

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

 


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Thanks for idea! I probably can do running total via DAX, but I still have problems with P-04 period. Running total should be calculated in this column not as 100% for current SubPeriod, but as % of Projection (cell W26 in attachment). Also, calculation of this value should be sensitive for SubPeriods: there shouldn't be any data on pivot/graph (cells P44 - P49 in attachment).

 

I've just added data sample.

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Hi petr,

 

Given the sample data, you could perform GROUP BY first, then running total and do the pivot at last.

Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
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Thanks, Sam! I'll try to check your idea!

 

 

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