Power BI Running Total

The steps to use running total in Power BI are as follows.

1. Select Table from Field Section.
   
   

   

2. For this table, we can arrive running totals in three ways. First, we will arrive through “New Measure,” right-click on the table and choose “New Measure.”
   

   
   

3. Name the measure as “RT Measure.” (RT= Running Total).
   

   
   

4. Open the CALCULATE function first.
   
   

   

5. The kind of Expression that we need to do with the CALCULATE function is “Summation of Sales Value,” so open the SUM functionOpen The SUM FunctionThe SUM function in excel adds the numerical values in a range of cells. It is categorized under the math and trigonometry function entered by typing “=SUM” followed by the values to be summed. The values can be numbers, cell references or ranges.read more and choose the “Sales” column.
   

   
   

6. After applying the kind of calculation to be done next, we need to apply the filter to decide the criteria to be matched for calculation. Open FILTER function now.
   

   
   

7. Before we apply FILTER first, we need to release any kind of filter applied to the “Date” column, so open the ALL function to remove the filter from the “Date” column.
   

   
   

8. In this function, choose the Table or Column Name for which we need to remove the filter for, so choose the “Date” column.

   
   
   

9. Once the filter is removed, then we need to apply fresh filter criteria in Filter Expression, so for this again, choose the date column.
   

   
   

10. Once the “Date” column has been selected, we need to apply the kind of filter to be applied. For this, we need to decide the last date in the “Date” column, so enter the logical operatorLogical OperatorIn Excel, logical operators, also known as comparison operators, are used to compare two or more values. Depending on whether the condition matching is true or false, these operators return the output.read more as less than (<) and open the MAX functionMAX FunctionThe MAX Formula in Excel is used to calculate the maximum value from a set of data/array. It counts numbers but ignores empty cells, text, the logical values TRUE and FALSE, and text values.read more.
    

    
    

11. MAX function will find the last date in the column of “date,” so supply the date column.
    

    
    

12. Ok, we are done. Close three brackets and hit the enter key to get the result.
    
    

    

13. Now insert the table visually and add “Date” and “Sales” columns first.

    
    
    

14. This is the overall summary, now add a newly created measure to the table to get the “Running Total” column.
    

    
    
    There you go, we have a running total measure.
    We can also create a running total by using another measurement technique as well, but this measure will give different sorts of results only.

15. Name this measure as “RT Measure 1”.

    
    
    

16. Open the CALCULATE function.
    
    

    

17. As we did in the previous method, we need to do a summation of the sales column, so open the SUM function and choose the “Sales” column to sum.
    

    
    

18. This time for filter criteria, we will use the DATESYTD function.
    
    

    

19. Choose the “Date” column for this function.
    
    

    

20. Close two brackets and hit the enter key to complete the formula.
    
    

    

21. Ok, now add this new measure to our existing table visual and see the result.