Elevate DAX: Mastering Running Total In Power BI
Understand How To Use YTD, Window & Calculate DAX Functions Efficiently To Get Running Total
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Introduction
Welcome back to another installment of the Elevate DAX series. I appreciate the positive feedback on my previous blog post about calculating ranks in Power BI:
In this blog, we’ll delve into the interesting topic of running totals or rolling sum calculations, particularly important when dealing with sales or financial data. When I take interviews of people, I often focus on running totals because their calculation involves two key aspects: Understanding of the data we are dealing with and the DAX logic.
Many BI analysts find running totals easier to handle in SQL. Since we typically start working with SQL before transitioning to DAX for Power BI, this may add complexity. Let’s dive in and explore how we can achieve running totals in Power BI.
