Calculate Running Total (Rolling Total) in Power BI

Pettaka Technologies
12 Mar 202111:39

Summary

TLDRThis video tutorial on the Petago YouTube channel explains how to calculate running totals in Power BI using DAX functions. It covers the process of creating a running total measure, visualizing the data in a matrix format, and presenting it in a clustered column chart. By demonstrating key DAX functions such as CALCULATE, SUM, FILTER, and ALL, the video provides step-by-step guidance for users to effectively analyze sales data over time, enhancing their data visualization skills in Power BI.

Takeaways

  • 😀 A running total is the cumulative sum of a sequence of numbers, updating with each new entry.
  • 😀 In Power BI, you can visualize a running total using matrix and column charts.
  • 😀 DAX (Data Analysis Expressions) is the language used in Power BI for calculations and measures.
  • 😀 Measures in Power BI are calculated fields used for aggregations like sums and averages.
  • 😀 The `CALCULATE` function in DAX modifies the context of a calculation based on specified filters.
  • 😀 The `SUM` function returns the total of values in a specified column.
  • 😀 The `FILTER` function creates a subset of a table based on defined conditions.
  • 😀 The `ALL` function can remove filters from a table or column, allowing calculations across all data.
  • 😀 To create a running total measure, you use a combination of `CALCULATE`, `SUM`, and `FILTER` functions.
  • 😀 Visualizing data in Power BI can be done through matrix visuals and clustered column charts to display trends over time.

Q & A

  • What is a running total in Power BI?

    -A running total is the cumulative sum of a sequence of numbers, which updates by adding the value of a new number to the previous total.

  • What are the two columns present in the Excel data imported into Power BI?

    -The two columns are 'Month', which contains different dates, and 'Sales Amount', which contains sales figures for each day.

  • What is a measure in Power BI?

    -A measure is a calculated field in Power BI used for performing aggregation calculations like sum, average, and more advanced calculations using DAX.

  • How do you create a new measure in Power BI?

    -To create a new measure, go to the toolbar, select 'New Measure' from the calculations group, and then rename it for clarity.

  • What is the purpose of the CALCULATE function in DAX?

    -The CALCULATE function evaluates an expression in a context that is modified by specified filters, allowing for dynamic calculations.

  • What does the SUM function do in DAX?

    -The SUM function returns the total of all numbers in a specified column.

  • What is the use of the FILTER function in creating a running total?

    -The FILTER function creates a subset of data based on specific conditions, which is essential for calculating running totals within a defined context.

  • What does the ALL function do in DAX?

    -The ALL function removes any filters applied to a table or column, allowing calculations to consider all rows or values regardless of existing filters.

  • How is a matrix visual set up to display running totals in Power BI?

    -A matrix visual is set up by placing the month in the rows and adding both the sales amount and the running total measure in the values section.

  • What is the process for visualizing the running total in a clustered column chart?

    -To visualize the running total in a clustered column chart, select the chart type, set the month as the axis, and include both the sales amount and running total in the values.

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Связанные теги
Power BIDAX FunctionsData VisualizationRunning TotalSales AnalysisMatrix VisualsExcel IntegrationBusiness IntelligenceTutorialAnalytics
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