Running Total in Power BI (for Date and Non Date Values)
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- čas přidán 31. 07. 2024
- Let's dive in Running Totals for Date and Non Date Values.
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this is great and you made it so simple. I was in for the non date version. 4 minutes and I get it!
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
Thanks Steve..glad you found it helpful!
Straight to the point presentation! You did a great job Bro!
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!
Honestly, its amazing the way you are explaining like the Execution of DAX in Complex queries. I liked it. Suggest best books for that
Thanks for all of your videos. You really fit with my learning style.
Awesome!!!!! Thanks for sharing this video...specially running total against product
Precise, concise yet thorough. Like it !!!
Thanks Lutful !
Thanks man !! Second half was tricky, couldn't find elsewhere.
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
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]
tks, help-me a lot this tip.
Super cool - implemented
Dude, this was great and perfectly explained.
Glad you liked it!
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.
Wow, this one worked like a charm. Thank you so much!
Great to hear!
Thank you , great help
Thank you very much realy useful
I could comment this on every one of your videos but thank you so much
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.
Thanks much appreciated
Excellent explanation Chandeep. Thanks for sharing.
Glad you liked it !
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
Thanks Chandeep for the Solution,
It really helped me in resolving my requirement.
Glad to hear that!
thanks a lot, very well explained!
Glad you liked it
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.
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
Thanks Chandeep. Much useful of text type running total.
Glad it was helpful!
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
@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?
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!!!
Glad it was helpful !
Hi Goodly, and what about running total for same period last year without any date slicers?
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
wonderful explainations and so simple
Thank you 💚
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?
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
Amazing.
How about the running total refresh anew on each different product?
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 Chandeep i have one question how can you exclude blank column while calculating running total in power query
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
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?
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 ?
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 brother great to see this video
Can you explain this to days cumulative, for example if July month reach the end date the we have add that end date value to next month dates (July 31 value +Aug 01+Sep +01) and if next month reachs to end the (July 31+Aug 31+sep 01)
ty sir, you help me alot
Glad it was helpful !
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.
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?
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, 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.
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]
Great way of teaching, if you can record video in hindi , so more people will follow you
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.
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
Hey....can you explain the function ISONORAFTER?
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]
Please teach us how to do running total in nested table in power query.
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
Hi please help me, how to calculate running total exclude current month
Is it possible to create a running total in a summarised table?
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
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?
1. The running total for a year means YTD.. that can be solved using TOTALYTD function
2. The current running total for products measure will work in case you want to do a product running total by year. Just place the year in the matrix
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
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. 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%.
Hello, where you able to figure out the solution ?
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
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?
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?
Yes, it does because he has used "Dense" Rank which gives same rank on tie. and so both the numbers with same value will have same rank and you will get correct results.. I hope it helps.
Good job but i have a problem : dax query is really really slow (136617 ms) with 200 000 product (14 000 distinct)
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.
How did you rectify that, i am facing same issue
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
You can remove the IF that checks for Sales value.
It should give you the running total for all months with or without sales
@@GoodlyChandeep correct, but then the running totals will be calculated for the entire calendar duration which is not acceptable either.
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?
Sabrina, Do you mind sharing some sample data with me? It'll be far easier to solve the problem that way.
goodly.wordpress@gmail.com
@@GoodlyChandeep Thank you! message sent!
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!
TOTALYTD function has a custom date year ending input
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No comparison for respected sir
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
Running_totals =
SUMX(
WINDOW(
1,ABS,
0,REL,
SUMMARIZE(
CROSSJOIN(ALLSELECTED(Cal),ALLSELECTED(Products[Product])),
//Cal[Date],
Cal[YEAR],
Cal[month]
,Cal[index],
Products[Product]
),
ORDERBY(Cal[YEAR],ASC,Cal[index],ASC,Cal[month],ASC)
),
[Total_sales]
)
But Sir amount will same 2 product or more then 2 then
given problem, pls shot out this
what is the measure behind total sales
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
I have the same problem.
Sorry i meant blank row while calculating running total in power query
See this - www.goodly.co.in/calculate-non-blank-values-dax/
Thank you so much
Acumulado =
var serie = max (tabla1 [N] )
var resumen = filter ( allselected ( tabla1) , tabla1 [N] < = serie )
return
sumx ( resumen , [campo montos] )
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I could kiss you, been looking for this for hours xD
Can accept a virtual one. Equally happy if you subscribe too 😛
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
Are you trying to calculate running total (across all years of data) or a YTD / MTD?
@@GoodlyChandeep thanks for the Quick reply... what I'm trying to do is an inventory shortage model. please see the below fig. here ( balance= inventory - Running Total )by Raw wise
my plan is to subtract Running total from inventory to get balance(FIFO System).
my limit is I can't calculate Running total within a day. it gives 19 for all records which date is 11/17/2020 instead of giving a breakup as below
Order Date Order No Order Qty Running otal inventory Balance
11/17/2020 A 5 5 15 10
11/17/2020 B 10 15 15 0 11/17/2020 C 4 19 15 -4
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.