Running Total in Power BI (for Date and Non Date Values) 

this is great and you made it so simple. I was in for the non date version. 4 minutes and I get it!

Straight to the point presentation! You did a great job Bro!

Thanks man !! Second half was tricky, couldn't find elsewhere.

Thanks, exactly what I needed, cumulative sum not dependent on dates! I also like the fact that you don't waste any time in your presentation

I just beat my head against the wall trying all others solutions using the IF with ALLSELECTED and BLANK to stop cumulating on blank rows. I try your simple IF statement and BAM! Worked!

Awesome!!!!! Thanks for sharing this video...specially running total against product

Thanks for all of your videos. You really fit with my learning style.

Precise, concise yet thorough. Like it !!!

Honestly, its amazing the way you are explaining like the Execution of DAX in Complex queries. I liked it. Suggest best books for that

did we have running total quick measures 3 years ago? This one is fab and now I finally understand the logic behind.

Awesome explanation, really understandable

Dude, this was great and perfectly explained.

Thanks Chandeep for the Solution, It really helped me in resolving my requirement.

I could comment this on every one of your videos but thank you so much

Wow, this one worked like a charm. Thank you so much!

Thank you , great help

wonderful explainations and so simple

Thanks much appreciated

One thing, thank you for showing the if ( total sale Blank(), I'd been trying to use " " as you would in excel and ending up with nothing at all, it's one of those DAX functions that makes sense along with M's 'then ' and 'else' , but is a bit of a hindrance when you've been used to how excel works for decades.

Thank you very much realy useful

Hi there - great video, thank you for the content. I have a question, I have an initial contract budget value column (one record) in one table and a column with many contract change orders in another table. How can I create a running total that starts with that initial contract budget value column and the running total is based on contract change orders. Let me know if you can help! Thanks in advance

Excellent explanation Chandeep. Thanks for sharing.

Super cool - implemented

Hey 👋, Loved the explanation with using ranks. I wanted to use non-date variables but I would still like the visual to be depending date-wise. But when I do that then running total column doen not come correct. Can you please guide.

I've been looking for the solution to remove the months that don't have value. Didn't realize it had to have that IF statement. Thank you so much!!!

Thanks Chandeep. Much useful of text type running total.

Amazing. How about the running total refresh anew on each different product?

thanks a lot, very well explained!

Great video, thanks, question from me. I've got my 3 months rolling average calculation which I can show as matrix (table), However, I'd like to show only the last 3 months rolling average as a scorecard, is it possible? Thanks

Hi Chandeep, Great tips dear. We would be grateful if you please show us a tricks on periodic average. In detail, say for an example. I need to create a measure to asses our sales; on current or selected months sales vs prior 3 months average sales; current or selected weeks sales vs prior 4 weeks average sales; or Today or selected days sales vs prior weeks average(last 7 days) sales. I am not expecting a single measure can give all the above answers but the way or a snippet to get answers for each above case. Hope all your followers would be benefited with this tricks. Thanks in advance. Sukhomoy

Great Video. I tried to find the logic for calculating the same but did not get the results. Thanks to you for creating this video and answering my query. I actually find another way to do so. Using SELECTEDVALUE: CALCULATE( [Total Sales], [Product Column]

Hi Goodly, and what about running total for same period last year without any date slicers?

Hi Goodly, what happens when you have several sellers with the same sale, you have to have a tiebreaker criterion because if you don't, the rank formula fails.

Hi Chandeep, your way of teaching is gr8 relate to this topis i am unable to resolve the issue when you performing a running total by category and then by months. Means Products A,B and C orders running total in month of Jan , feb ... etc. Could you pls explain in next videos. Thanks in advance

i want to add the Date slicer in date in video if i select from 01-01-2020 and 31-12-2020 it should sum the old and and show the now running balance it is possible please reply ?

@Goodly Hi, one quick question please? How come the grand totals of total sales and the cumulative sales doesn't match? I thought the grand should match?

Thank you!...What if i dont want a running total instead I want to repeat the last row value of a previous column entirely for the next column?...if 1000 is the last value found in a measure result of a previous column, i want to show 1000 for all rows in the next column using measure..please advice

Great video. When I tried to find RT in a model with a date table, I get several infinity values. How to solve this, please?

Hey....can you explain the function ISONORAFTER?

Hello chandeep, I have a question here, You used max for calendar date but you didn't use it for Rankx function. Could you please clear this point.

Could you show how to make a Pívot Table running total by columns ( week numbers) instead by row dates (standar function in pt). Using power qty or power pívot

Hi, Is there way we calculate the running total with same condition but show the results only after few months. Say, if my bias is 3 month values in running total should start appearing after 3 months.

Good video , how about you have so many slicers, like Regions , Districts, and Dates, How will u go about it such that as the slicers change the running total will also change

ty sir, you help me alot

Hello I'm trying to calculate a running total for each month starting from (April to March) but the sale value is separated into three separate sections each with their own value that also need a running total so at the end we end up with a total with three individual sections Month Status Amount April Recipted 10 April Submitted 10 May Accepted 10 May Receipted 15 (10 from april+ 5) each month will be totaled into a column but is a clustered column with each status with my visualizations being able to see a total and individuals of each status, hope you can help

Hi brother great to see this video

This is really helpful Video, I really enjoyed the content ! The solution worked for me but I am still not able to understand , what was wrong in my DASX which I was trying earlier? I was trying the same thing but instead of creating variables I created first rank in my product table and then created CumSales measure in my sales table like below - 1. First create a rank for C. Parent Account like ranking = RANKX(All('CAccount'[Parent Account]),[Total Sales],,DESC) 2. Then create the cumulative measure CumSales = CALCULATE([Total Sales],FILTER(ALLSELECTED('C Account'),'C Account'[ranking]

The second time you did the rankx, where PdtRank >= Rankx… How is that different from the variable defined in previous step? Can we use PdtRank >= PdtRank?

Hi Chandeep i have one question how can you exclude blank column while calculating running total in power query

Thank you Chandeep for the explanation. Very useful, however, one query, what if the Total Sales are same for 2 products? Does it provide correct total?

Hi, I have a question how can we calculate running total based on Month Name and the month name should be shown in the visual as calendar order like JAN, FEB, MAR, etc.

Thanks Chandeep! If we need to calculate Running total separately for a year. For example if 2011 year end then restart running total for 2012 separately. I don't want to include 2011 data in 2012 running total. Similarly can we calculate running total separately for a products as well?

Hi. great explanation! Is it possible to show this last running total for non date field in percentage? So that the last row will equal 100%.

Please teach us how to do running total in nested table in power query.

Is it possible to create a running total in a summarised table?

I've just noticed that your running total does not re calculate at the end of the year? I've been trying to achieve this but (for months , not years) but I always end up with it starting again at the end of each group? RTM:=VAR mdate = MAX(Table2[Date]) VAR anser = CALCULATE([tSales],FILTER(ALL(Table2[Date]),Table2[Date]

Hi please help me, how to calculate running total exclude current month

what to do if there is a tie in value, in this case we would get the same rank...what to do in this case?

We have 2 columns:- Customers and their Profit/Loss. Percentage of contribution by no of customers to whole profit. Pls do video on Pareto Curve

Great way of teaching, if you can record video in hindi , so more people will follow you

I cannot get your solution to work on my example. Even though all rows are filled, it says A single value for column ‘Gross Margin’ in table ‘Sales’ cannot be determined. This can happen when a measure formula refers to a column that contains many values without specifying an aggregation such as min, max, count, or sum to get a single result. As I said each row in column 'Gross Margin' is filled with a value (same with 'Product Name'). Why is that??

Hi Goodly, thank you for this useful video, but I have multiple columns in place in the table visual hence the table keeps loading forever.

Hi Chandeep, thank you for your very helpful videos. I have used this method to write a measure for running total calculation which is working. However in months where there are no total sales during the sales period, blank values are returned (as per the IF result), ideally the running total of the previous months should be carried over in such cases. I've been trying a lot to find a work around for this but i'm not having much luck. It would be great if you can offer some advise. Thanks

One problem, is that if you have a tie , they are aggregated andt then added, I had the same problem when using the sorted sales smallest to largest as the citerial; RTM by Sales:=VAR onev = IF(HASONEVALUE(Table1[Sales]),VALUES(Table1[Sales])) VAR anser1 = CALCULATE([Tsales], FILTER(ALL(Table1) ,Table1[Sales]

One question I have is why; if you create the rank as a measure rather than a Variable do you get the grand total back?

Great video Chandeep!!! Question for you. I am trying to calculate a running total, but my visual has a date filter. I am using the relative date filter to show data for the last 6 months from today. I can't seem to figure out 1. how to make the calculation work without having to manually select dates and 2. if there is no data in the earliest date, give me the EOM total and continue with the running total. Any suggestions?

Hi, great video. Could you do another measurte with the same table with running total but adding date column?. I mean column date, product, total sale and finally running total

for some reason, I got rank as 1 for all the rows. Rechecked my formula multiple times. Is there something else that needs to be done

Hello, can u help me out in my below query. I have 3 tables; 1) Mutual Fund table which has fund name and other details. 2) Customer table which has customer details 3) Customer balance table date wise Table 1 n 2 have active relationship with customer balance table. But when I place one Table-visual to show customer name wise balance it’s duplicates some records (means if customer balance is 100 but it show 200). I am getting customer name from customer table while balance from balance table and they both have relationship with a field as customer account number which is unique in customer table. Can you help me out how to fix this. Thanks

Great vidoe. I just have one question! How to get running total to a specific date. For instance if we have a cut off date or data date in our report and we don't want to go beyond. How can we restrict our measure for this. Thanks in Advance!

what is the measure behind total sales

Good job but i have a problem : dax query is really really slow (136617 ms) with 200 000 product (14 000 distinct)

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How can we compare current rank value with all other rank values without using variable? Pls help me with this one I'm stuck here

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It doesn't work on my side, I don't know why? Still getting the same amount of sales per month (no YTD/running amount). Any suggestion for me please?

Acumulado = var serie = max (tabla1 [N] ) var resumen = filter ( allselected ( tabla1) , tabla1 [N] < = serie ) return sumx ( resumen , [campo montos] )

But Sir amount will same 2 product or more then 2 then given problem, pls shot out this

Sorry i meant blank row while calculating running total in power query

No comparison for respected sir

Suppose my product has numeric values starting from 1 to 1000 and also has duplicate values in the sales table and i want to rank the product based on the maximum revenue... How to do that?? I have applied Rankx(all(sales table[product id]), [total revenue],, Desc, dense) My answer is coming wrong. Please help

Hi can you give me a hint to calculate the Running total with duplicate dates. (example: when there are many orders per one day) Date Order Order Qty running Total 11/17/2020 A 5 5 11/17/2020 B 10 15 11/17/2020 C 4 19

I could kiss you, been looking for this for hours xD

Crazy this is not in power bi standard. It is built in excel for use with pivot tables.

I don’t understand this. First the ALL function removes all filters from date. So why max date is not a real max date from all dates but it is still using date from table row as a filter context.