Analyst in Action

When working with totals in Power BI running totals and rolling totals are the most common ones used to see trends. It can be confusing at times. This article will cover the purpose of both the totals and how you can create DAX for them? Let's start with the running totals. It is quite similar to Year to Date(YTD). What is YTD? YTD covers all the data points from 1st Jan of the respective year till the recent date. We have a separate DAX that is DatesYTD. But what if you want to do the same but from a year in the past.  We want the total sales where the current date is less than or equal to the maximum date. It will cover all data points in the past. In the below-mentioned image you can see values in the last column for 2012 is actually the sum of sales in 2011 and 2012. Isn't it amazing!! Running totals can help you analyze the trends over a long period of time. In the example, we saw the trend from 2011 to 2014. Let's take a deep dive and analyze the trends for the last 3