In this example, I’m going to show how you can create Cumulative Totals which are not over dates in Power BI.
To create cumulative totals over dates inside of Power BI is not too difficult. There’s a set of formula pattern that you can utilize and reuse for whatever type of cumulative total results you need.
What’s tricky is if you don’t have a dates to work with and you need to utilize a text value.
For instance, you may want to create a cumulative total of all your products. Your products might be on a table and in a ranking order from highest to lowest. What you want to happen is create a cumulative total of the high results all the way down to low results.
By using DAX formulas, there is no easy way to do this. There are steps you need to take to be able to achieve this result. This will be the same with any type of cumulative total that you might want to run which is not over dates but is over text values.
This is a very detailed tutorial because there’s lots to cover but it’s a really interesting stuff. It’s all about how to combine multiple DAX functions all together to create this type of visualization and insight.
There is definitely a lot to learn in this video which you can apply to your own environment. Especially if you are trying to discover a unique insight like this one.
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