How to calculate running total in power bi

Опубликовано: 24 Октябрь 2024
на канале: PowerBI Zone
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#powerbirunningtotal
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How to create a running total in Power BI: Today we take a look at the simplest method to create a running total in Power BI desktop.
So without further adieu lets get started.
Scenario :We have the Sales with date table created in Power BI desktop with the help of "Financial" excel file that comes in built with Power bi desktop.
Now we just need to create a running total using the Quick Measure option.

Step1 : Go to the 3 dots in the right side of the Financial Fields as shown in the video
Step 2 : Right click and go to option "New Quick Measure"
Step 3 :Go to "Running total" option
Step 4 : Give the base value .i.e the value whose running total you want .In our case its Sales
Step 5: Go to Field and drag and drop the Date column since you want sales for the date range
Step 6: Click ok to confirm
Step 7 :Just pull this in the visual and you get the below running total and that's it .You are done

If you want to see the underlying autogenerated DAX ,just select the measure and you will get the below code.
For more please visit: https://yourpowerbizone.wixsite.com/w...

Get the pbix file from below link:
https://drive.google.com/file/d/1VoO0...
Please open with Power bi desktop

Chapters:
0:00 :Introduction to Running totals in Power BI
0:22 :Power BI desktop Demo
1:00 How to change date hierarchy to date
1:26 What do we mean by Running Total and its definition
1:59 Create running total using Quick Measure
3:03 Creating running total using Base Value and Filed under Quick Measure