Home / Power BI / How to Calculate Cumulative Sum in Power BI

How to Calculate Cumulative Sum in Power BI

Microsoft Power BI - Addend Analytics

Social Shares

In this blog, I’ll describe how to calculate a cumulative sum by Product ID in Power BI.Here are step-by-step instructions for calculating a cumulative sum in Power BI using a measure.

Point-1. Import the Sales table from the Data Source

A screenshot of a computer

Description automatically generated

Point-2. Create a Measure-

In the “Fields” pane, right-click on your table (e.g., “Sales”) and select “New Measure.”

Enter the DAX Formula:

Give your new measure a name (e.g., “Product Cumulative Sales”).

Use the following DAX formula to calculate the cumulative sum:

Product Cumulative Sales = 

Var A= [Sales_] – Sum of sales

return

SUMX(

    FILTER(

        SUMMARIZE(ALL(Sales), Sales[Product ID],

        “revenue”, [Sales_]),

        [revenue]<=A),

        [revenue]

)

After entering the formula, press Enter to create the measure.

Point-3 Use in Visuals:

Now you can use the “Product Cumulative Sales” measure in your visuals, such as tables, to see the cumulative sum of sales for each Product ID.

Below is the screenshot

Author By

Rajeshwari Sharma

Rajeshwari is an experienced data professional with a track record of using data-driven insights to improve business performance. She has successfully managed multiple projects, utilising her expertise in data analysis and database administration. As a Microsoft-certified Data Analyst and Azure Database Administrator, she has cultivated a deep understanding of data management best practices and advanced analytics techniques. Her MBA in Business Analytics has equipped her with a solid foundation for integrating business strategy with data insights.

Author By

Picture of Rajeshwari Sharma

Rajeshwari Sharma

Rajeshwari is an experienced data professional with a track record of using data-driven insights to improve business performance. She has successfully managed multiple projects, utilising her expertise in data analysis and database administration. As a Microsoft-certified Data Analyst and Azure Database Administrator, she has cultivated a deep understanding of data management best practices and advanced analytics techniques. Her MBA in Business Analytics has equipped her with a solid foundation for integrating business strategy with data insights.

Decision-Ready Analytics

Turn your OEE dashboard into a decision system.

Book a 30-minute working session with our manufacturing analytics team.
Translate »