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.
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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
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Step 2 : Right click and go to option "New Quick Measure"
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Step 3 :Go to "Running total" option
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Step 4 : Give the base value .i.e the value whose running total you want .In our case its Sales
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Step 5: Go to Field and drag and drop the Date column since you want sales for the date range
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Step 6: Click ok to confirm
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Step 7 :Just pull this in the visual and you get the below running total and that's it .You are done
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If you want to see the underlying autogenerated DAX ,just select the measure and you will get the below code.
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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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