WallStreetMojo

WallStreetMojo

WallStreetMojo

MENUMENU
  • Free Tutorials
  • Certification Courses
  • Excel VBA All in One Bundle
  • Login
Home » Excel, VBA & Power BI » Learn Power BI » Power BI Running Total

Power BI Running Total

Running Total in Power BI

Power BI seems to be a little difficult for MS Excel users because, in excel, we work cells, so by using cell references, we can work easily, but when it comes to Power BI, we no longer work with cells but with entire columns and rows. This is where beginners in Power BI face huge challenges. One of the requirements of users in Power BI how do we get the running total or cumulative total of values. In this article, we will show you how to write DAX formulas to get running total in Power BI.

What is Running Total in Power BI?

Running total is the summation of values of each period before arriving at the overall period totals. For example, look at the below data in excel worksheet.

Data Table

This is the daily sales numbers, so the running total is arriving each period number with previous period numbers. For the above data, we can apply the running total like below.

Apply running total

First running total is the total of first two days i.e. 341 + 769 = 1110, next it will add three days numbers 341 + 769 + 777 = 1887. This, in the end, we get to know the pattern of each day.

Examples of Running Total in Power BI

Below are examples of the running total in Power BI. You can download the workbook to use the same file as we used in this example.

You can download this Power BI Running Total Excel Template here – Power BI Running Total Excel Template

Step #1: Similar stuff can be arrived in Power BI as well but not as easy as in excel. Use the same data as shown above in Power BI as well.

Running Total in Power BI - Step 1

Step #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.”

Running Total in Power BI - Step 2

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

Popular Course in this category
Sale
All in One Excel VBA Bundle (35 Courses with Projects)
4.9 (1,353 ratings)
35+ Courses | 120+ Hours | Full Lifetime Access | Certificate of Completion
View Course

Running Total in Power BI - Step 3

Step #4: Open the CALCULATE function first.

Running Total in Power BI - Step 4

Step #5: The kind of Expression that we need to do with the CALCULATE function is “Summation of Sales Value,” so open the SUM function and choose the “Sales” column.

Running Total in Power BI - Step 5

Step #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.

Running Total in Power BI - Step 6

Step #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.

Running Total in Power BI - Step 7

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

Running Total in Power BI - Step 8

Step #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.

Running Total in Power BI - Step 9

Step #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 operator as less than (<) and open the MAX function.

Running Total in Power BI - Step 10

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

Running Total in Power BI - Step 11

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

Running Total in Power BI - Step 12

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

Step 13

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

Step 14

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.

Step #15: Name this measure as “RT Measure 1”.

Step 15

Step #16: Open the CALCULATE function.

Step 16

Step #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.

Step 17

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

Step 18

Step #19: Choose the “Date” column for this function.

Step 19

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

Step 20

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

Step 21

We have got two different sets of running totals. The first running total ends at the end of the year on 31st December, and the second running total started freshly from the new year date from 01st Jan.

Note: Power BI dashboard file can also be downloaded from the link below, and the final output can be viewed.

You can download this Power BI Running Total here – Power BI Running Total

Things to Remember

  • Always create a running total of new measures only to get perfect results.
  • If you DATESYTD, it will give running total from 01st Jan to 31st Dec only; any dates after that will be started as a new running total from next year.

Recommended Articles

This has been a guide to Power BI Running Total. Here we learn how to write DAX formulas to get running total in Power BI along with examples using the DATESYTD function. You may learn more about Power BI from the following articles –

  • Power BI vs Tableau
  • Workspace in Power BI
  • Themes in Power BI
  • Create Pie Chart in Power BI
  • Power BI Dashboard Examples
0 Shares
Share
Tweet
Share
All in One Excel VBA Bundle (35 Courses with Projects)
  • 35+ Courses
  • 120+ Hours
  • Full Lifetime Access
  • Certificate of Completion
LEARN MORE >>
Primary Sidebar
Footer
COMPANY
About
Reviews
Contact
Privacy
Terms of Service
RESOURCES
Blog
Free Courses
Free Tutorials
Investment Banking Tutorials
Financial Modeling Tutorials
Excel Tutorials
Accounting Tutorials
Financial Statement Analysis
COURSES
All Courses
Financial Analyst All in One Course
Investment Banking Course
Financial Modeling Course
Private Equity Course
Venture Capital Course
Excel All in One Course

Copyright © 2021. CFA Institute Does Not Endorse, Promote, Or Warrant The Accuracy Or Quality Of WallStreetMojo. CFA® And Chartered Financial Analyst® Are Registered Trademarks Owned By CFA Institute.
Return to top

WallStreetMojo

Free Excel Course

Excel functions, Formula, Charts, Formatting creating excel dashboard & others

* Please provide your correct email id. Login details for this Free course will be emailed to you

Book Your One Instructor : One Learner Free Class
Let’s Get Started
Please select the batch
Saturday - Sunday 9 am IST to 5 pm IST
Saturday - Sunday 9 am IST to 5 pm IST

This website or its third-party tools use cookies, which are necessary to its functioning and required to achieve the purposes illustrated in the cookie policy. By closing this banner, scrolling this page, clicking a link or continuing to browse otherwise, you agree to our Privacy Policy

WallStreetMojo

Download Power BI Running Total

By continuing above step, you agree to our Terms of Use and Privacy Policy.

WallStreetMojo

Free Excel Course

Excel functions, Formula, Charts, Formatting creating excel dashboard & others

* Please provide your correct email id. Login details for this Free course will be emailed to you

Login

Forgot Password?

WallStreetMojo

Download Power BI Running Total Excel Template

New Year Offer - All in One Financial Analyst Bundle (250+ Courses, 40+ Projects) View More