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Data & Analytics · Foundational

Running Total

A cumulative sum that adds each row's value to the total of all preceding rows in a defined order.

Definition

In SQL a running total is SUM() OVER (ORDER BY ...). In Tableau it is a Running Total quick table calculation, and in DAX it is usually built with CALCULATE and a date filter or a function such as DATESYTD. Partitioning restarts the total per group.

Example

SUM(Amount) OVER (PARTITION BY AccountID ORDER BY TxnDate ROWS UNBOUNDED PRECEDING)

Exam tip

Partition by the group (for example, year) when the total must reset each period.

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