This Power BI tutorial helps you to understand how to calculate the running total in Power BI.

Recently, I worked on a Power BI Report where I needed to find the total of a series of values over time.

In this tutorial, I will explain what a Power BI running total measure is and how to **calculate running total in Power BI**. Also, we will see how to create a running total using quick-measure suggestions in Power BI.

## What is the Running Total in Power BI

In Power BI, a running total is similar to keeping track of items and adding them up as you go. This computation displays the total values for a certain period.

Suppose you have sales data for each month and year. A running total would continuously add up the sales from the beginning of the year to the current year, giving you a running sum. Check the screenshot below.

## How to Calculate Running Total in Power BI

Now, I will tell you how to calculate the running total of a measure in Power BI.

Here, I have a SharePoint list (**Orders**) that contains below columns with various data types:

Columns | Data Types |
---|---|

Order Date | Date and time |

Profuct Name | Single line of text |

Category | Single line of text |

Sub-Category | Single line of text |

Sales | Currency |

Profit | Currency |

Follow the below steps to create a running total measure in Power BI:

**1**. Open **Power BI Desktop** and load the data. Then, you see data in the **Data** pane.

**2**. Under the **Home** tab, click the **New measure**.

**3**. In the formula bar, put the below expression.

```
Monthly Running Total =
CALCULATE(
SUM(Orders[Sales]),
FILTER(
ALL('Orders'),
'Orders'[Order Date] <= MAX('Orders'[Order Date])
)
)
```

Find the last day of the month, MAX (Orders'[Order Date]). Then, see how many dates in the entire Orders (date column) are less than equal to the last day of the month. Then, calculate the Sales for all Dates that match the above criteria.

**Where**:

**Monthly Running Total**= Name of the Measure**CALCULATE**= DAX Function**SUM**= DAX Function**Orders**= Name of the Table**Sales**= Name of the Column**FILTER**= DAX Function**ALL**= DAX Function**Order Date**= Name of the Column

**4**. Click the **Home** tab -> Expand **Visual gallery**(black box) -> Click the **Matrix** visual.

**5**. Then, using the **+Add data** option, add the **Order Date** into the **Rows** field and **Sales** and **Monthly Running Total** into the **Values** field.

This way, you can calculate the running total of a measure in Power BI.

## Power BI Running Total Quick Measure

Now, I will tell you how to create a running total using quick measure in Power BI.

**1**. Under the **Home** tab, click the **Quick measure**.

**2**. Then a **Quick measure** pane opens, expand the **Select a calculation**. Select the **Running total**.

**3**. Using **+Add data,** add **Base value** as **Sales**, **Field** as **Order Date – Month**, and **Direction** as **Ascending**. Then click **Add**.

**4**. Then you see the **Sales running total in Month** (Quick measure) added in the **Data** pane. When selected (**Sales running total in Month**), you can observe the DAX expression in the formula bar.

```
Sales running total in Month =
CALCULATE(
SUM('Orders'[Sales]),
FILTER(
CALCULATETABLE(
SUMMARIZE(
'Orders',
'Orders'[Order Date].[MonthNo],
'Orders'[Order Date].[Month]
),
ALLSELECTED('Orders')
),
ISONORAFTER(
'Orders'[Order Date].[MonthNo], MAX('Orders'[Order Date].[MonthNo]), DESC,
'Orders'[Order Date].[Month], MAX('Orders'[Order Date].[Month]), DESC
)
)
)
```

**5**. Click the **Home** tab -> Expand **Visual gallery**(black box) -> Click the **Matrix** visual.

**6**. Then, using the **+Add data** option, add the **Order Date** into the **Rows** field and the **Sales** and **Sales running total in Month** into the **Values** field.

**7**. After that, you can see the running total in the table visual.

This way, you can create a Power BI running total in quick measure.

## Conclusion

I hope this tutorial helps you to understand the Power BI running total.

In this tutorial, we learned what a Power BI running total measure is and how to calculate the running total of a measure in Power BI. Additionally, we will see how to create a running total using quick-measure suggestions in Power BI.

Also, you may like some more Power BI articles:

- SUMX() Function in Power BI
- Create Measure Table in Power BI
- Filter Measure in Power BI
- Dynamic Column Headers in Power BI
- How to Add Text Box in Power BI?

Preeti Sahu is an expert in Power Apps and has more than 6 years of experience working with SharePoint and the Power Platform. As a Power Platform expert for Power BI, Power Apps, Power Automate, Power Virtual Agents, and Power Pages, she is currently employed with TSinfo Technologies. She is the author of the book **Microsoft Power Platform A Deep Dive.**Â She also made a big technical contribution to SharePointDotNet.com in the form of articles on the Power Platform. She enjoys traveling and spending time with her family in her spare time.