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Running Totals Calculation for Power BI

This code calculates the running totals for a specific measure in Power BI, providing cumulative values over a specified window.


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Prompt

Running Totals = 
VAR _RunningTotal =
    CALCULATE (
        [Monto Facturado],
        WINDOW (
            1,
            ABS,
            0,
            REL,
            ALLSELECTED ( Linea[Codigo de linea] ),
            ORDERBY ( [Monto Facturado], DESC )
        )
    )
VAR _TotalInvoice =
    CALCULATE ( [Monto Facturado], ALLSELECTED ( Linea[Codigo de linea] ) )
RETURN
    DIVIDE ( _RunningTotal, _TotalInvoice, 0 )

Answer

Code Documentation: Running Totals

The provided code snippet calculates the running totals for a specific measure, "Monto Facturado," in Power BI. The running totals are calculated based on the values of the "Monto Facturado" measure for each row in a specified context.

Purpose

The purpose of this code is to calculate the running total for the measure "Monto Facturado" over a specified window of rows, ordered by the "Monto Facturado" measure in descending order. The running total is then divided by the total value of the measure for all rows in the specified context.

Class Signatures

This code does not contain any class definitions.

Method Signatures

This code does not contain any method definitions.

Inline Comments

  • _RunningTotal: This variable calculates the running total of the "Monto Facturado" measure using the CALCULATE and WINDOW functions.
  • _TotalInvoice: This variable calculates the total value of the "Monto Facturado" measure for all rows in the specified context using the CALCULATE and ALLSELECTED functions.
  • RETURN: The calculated running total is divided by the total value to obtain the running total percentage.

Example Usage

This code is typically used in Power BI or similar data analysis applications where running totals need to be calculated to analyze the cumulative values of a measure over a specific window.

Dependencies

This code snippet relies on the following dependencies:

  • Power BI or similar data analysis application.
  • Linea[Codigo de linea] column, which is used for filtering the rows and defining the context for the running totals calculation.

Optimization

No specific optimization is required for this code as it does not involve any iterative or computationally expensive operations.

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Description

This code snippet demonstrates how to calculate running totals for a measure called "Monto Facturado" in Power BI. Running totals are calculated by summing the values of the "Monto Facturado" measure for each row in a specified context. The running totals are ordered by the measure in descending order. The result is then divided by the total value of the measure for all rows in the specified context to obtain the running total percentage. This code does not contain any class or method definitions, and it makes use of inline comments to explain the purpose of variables and calculations. The code snippet is typically used in Power BI or similar data analysis applications to analyze cumulative values of a measure over a specific window. The code relies on a dependency such as Power BI or a similar data analysis application and a column called Linea [Codigo de linea] for filtering and defining the context for the running totals calculation. No specific optimization is required for this code as it does not involve any computationally expensive operations.

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