From the course: Power BI for Finance
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Calculating running totals - Power BI Tutorial
From the course: Power BI for Finance
Calculating running totals
- [Instructor] When we think about running total calculations in DAX, we'll again start at our current date and think about expanding the DAX measure filter context back in time to the start date that we want to use in our calculation. This includes running totals for the entire time period, year-to-date, quarter-to-date, or month-to-date. Essentially running totals first set the start point depending on the time period we want to expand the filter context to. We can use specific time intelligence filter functions in DAX for these running total calculations, like DATESMTD, DATESQTD, and DATESYTD, as well as their counterparts from the total DAX measure family of functions. In Power BI Desktop, let's first add a running total as a quick measure by choosing the revenue field that we want to use as our base measure within this calculation. From the calculation options, we'll chose running total from the total category. If we don't already see the revenue as our base value or if we want…
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