Running total based on conditions

DAX
1

Hi,

I need help with getting result in Power BI replicating yellow highlighted column in Excel file.

The calculation requires to get running total of all “distribution types” except “Investment” & “Payment” but in all dates with rows showing “Payment” it should keep showing “Investment” till any other type is found and then it should consider that in the calculation and reset to that value.

I have made some progress but unable to add the value after other type row is there and reset rest rows to that value.

Please refer calculated columns in “Distribution” table (“Total Invt” & “Total Others”) and measure “Running Total Others” for this for my progress so far.

Any help is appreciated!

Thank You,
Prutha
Example Output.xlsx (14.6 KB)
PBI Report In Development (2).pbix (345.6 KB)

2

Bumping this post for more visibility from our experts and users.

HI @phs,

While waiting for other members to jump in, I suggest using the forum search to discover if your query has been asked before by another member. Thanks!

3

Hi @phs

We noticed that your inquiry was left unsolved for quite some time now.
Looks like your inquiry was out of the experts and users’ bounds.

If you were sure you provided all pertinent context to your concerns and read how to use the forum more effectively and still find your question unanswered, your membership also comes with relevant resources that may help you with your Power BI education, so we advise that you check these resources as well.

While our users and experts do as much as reasonable to help you with your inquiries, not all concerns can be attended to especially if there are some learnings to be done. Thank you!

4

Hi @jeanrose87, I haven’t resolved my query yet and would still appreciate if someone could help. Thank you for bumping the post.