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Cumulative Total/ Running Total in Power BI

Cumulative Total in Power BI

The cumulative or running total is used to watch the summation of numbers that is updated every time when a new number is entered to the sequence.

Refer similar post: TOTALMTD, TOTALQTD & TOTALYTD

Download the sample Dataset from below link-




Follow these steps in order to create a cumulative total DAX

Step-1: Create a measure with below code

Cumulative Total =
CALCULATE (
SUM('Global-Superstore'[Sales]),
FILTER (
ALL( 'Global-Superstore'[Order Date] ),
'Global-Superstore'[Order Date] <= MAX ( 'Global-Superstore'[Order Date] )
)
)

Measure Description:

  • CALCULATE:  Evaluates an expression in a modified filter context.
  • SUM: The SUM function is a aggregation function and it calculates the sum of all numbers in a column.
  • FILTER: Returns a table that represents a subset of another table or expression.
  • ALL: Returns all the rows in a table, or all the values in a column.
  • MAX: Returns the largest value in a column.





Step-2: Now drag the measure into Table visual with some fields and see the output.

Cumulative Total in Power BI

Cumulative Total in Power BI



Another Approach to calculate the cumulative totals:

DATESYTD DAX: 

DATESYTD =

CALCULATE(SUM('Global-Superstore'[Sales]), 
DATESYTD('Global-Superstore'[Order Date]))
DATESYTD DAX Running Total

DATESYTD DAX Running Total

It returns the year wise running total and for every year it will start sales summation from the beginning.

Also you can refer these post in order to calculate cumulative or running total Month, Quarter & Year wise-

TOTALMTD, TOTALQTD & TOTALYTD




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