The Cumulative or Running total is used to watch the summation of numbers that is updated every time when a new number is entered to the sequence.
Let’s get started-
Download the sample Dataset from below link-
Following these steps-
Step-1: Add one measure & write below DAX in order to create a running total-
Running Total = CALCULATE ( SUM(Orders[Sales]), FILTER ( ALL(Orders[Order Date]), Orders[Order Date] <= MAX(Orders[Order Date] ) ) )
- CALCULATE: Evaluates an expression in a modified filter context.
- SUM: The SUM function is a aggregation function and it calculates the sum of all numbers in a column.
- FILTER: Returns a table that represents a subset of another table or expression.
- ALL: Returns all the rows in a table, or all the values in a column.
- MAX: Returns the largest value in a column.
Step-2: Now drag measure into table visual to see the running total result.
You can also create a running total by using another DAX functions-
DATESYTD = CALCULATE(SUM(Orders[Sales]), DATESYTD(Orders[Order Date])
It returns the year wise running total and for every year it will start sales summation from the beginning. In same way you can use DATESMTD & DATESQTD DAX functions to get the running totals.
Refer more Power BI Post – Power BI
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