Power BI - How to get running total and adding it along to your set of data

0
votes

I have a sample data set in Power BI. I was wondering if I could get a running total for Type A and adding it along with the original data?

I have an example.

Here is the data.

table1

I created a matrix table in Power BI to view the data like this:

table2

I was wondering if I could add the running total to the same matrix table, as well as having a different value for "Type". Something like this.

table4

Please let me know if this is possible. I know how to get the running total using the CALCULATE function but I don't know how to add it to the table along with the original data.

1
powerbidaxcumulative-sum
Does this answer your question? DAX Running Total with Buckets – Alexis Olson
See this one as well: stackoverflow.com/questions/40226792/… – Alexis Olson
@AlexisOlson what about getting a running total for a certain "type" instead of everything? – dee
That's what the first link is about. – Alexis Olson
@AlexisOlson the first link doesn't say much besides instead of applying ALL, apply only the columns you need. Which doesn't show how? – dee

1 Answers

0
votes

You can either tell it what row context to ignore:

RunningCount =
CALCULATE (
    SUM ( Table1[Count] ),
    FILTER (
        ALL ( Table1[Date] ),
        Table1[Date] <= MAX ( Table1[Date] )
    )

)

or you can tell it which row context to keep (removing all other context):

RunningCount =
CALCULATE (
    SUM ( Table1[Count] ),
    FILTER (
        ALLEXCEPT ( Table1, Table1[Type] ),
        Table1[Date] <= MAX ( Table1[Date] )
    )
)

These should give the same result in this case. I prefer the latter for this sort of thing in general since you're specifying what you're grouping over rather than what you don't want to keep in your grouping.