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 below 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 below
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.
You can watch the below video for details
More Video from Powerbizone. Below is on Time Intelligence using totalytd and datesytd
SamePeriodLastYear DAX Explained in below video
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