How To Calculate Running Totals In Power BI Using DAX [2023 Update]

Running Totals is one of the most common analytical insight required when building reports or dashboards within most, if not all, organizations. In this video, Sam is going to show the simple logic required in DAX to develop visualization of this type of analysis.

*****Video Details*****
00:00 Introduction
01:42 Running total in 30 days
03:58 Running total in 90 days
04:30 DATESINPERIOD
06:17 Turning it into a visualization

***** Learning Power BI? *****

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[mathew]

Nice video, it would be nice to see ways to control the what is visible to the output (like removing future dated items etc...) - it have you looked into the new Window function?

[andrewrender]

Is there a version which covers more than one product/sales category in the same table?

[zintuplet]

Hey Sam. If I'm accruing a leave balance based on weeks worked how would I negate the leave taken but continue to accrue with the leave taken negated in the running total?

[esaegess]

Thank you so much for your videos. I've got a different setup and I'm not able to combine actuals and forecast. Actuals are on a daily bases and forecast is on a yearly bases. For my combined actuals and forecast, I've got to a) subtract the total of the actuals from the total forecast (one value for the year) and b) calculate the daily forecast for all days after the latest actual. Would be great if you could get in touch with me or if you could create another great video ;-). Thank you!

[SANTHOSHKUMARTM-ti]

Nice video, But the subtotal is not working in matrix. What could be the reason

[JustRandomExplorer]

Great video. What about using new window function introduced in December? I think that is quite intuitive technique.