Help with doing a cumulative total

Hi, psmithAPS 

Thank you for your prompt response.

Firstly,I'm glad to hear that you're interested in visual calculations. However, I should explain that visual calculations are only applicable to report views.

In table view, visible DAX calculations are either calculated columns or calculated tables:

If you want DAX calculations to be visible in table view, you can try the second solution I mentioned earlier, but with a slight modification:

1.Firstly, create a calculation table and aggregate the values:

Table = 
SUMMARIZE(
    'virtual_data',
    'virtual_data'[Date].[Year],
    'virtual_data'[Date].[Month],'virtual_data'[Date].[MonthNo],
    "cx", COUNT('virtual_data'[xx]),
    "cl", COUNT('virtual_data'[ll])
)

2.Secondly, create the following calculated column:

Column1= CALCULATE (
        SUM ( 'Table'[cl] ),
        FILTER (
            ALLSELECTED ( 'Table' ),
            'Table'[MonthNo] <= EARLIER( 'Table'[MonthNo] )
                && 'Table'[Year] =EARLIER( ( 'Table'[Year] )
        )
    ))

Column 2 = CALCULATE (
        SUM ( 'Table'[cx] ),
        FILTER (
            ALLSELECTED ( 'Table' ),
            'Table'[MonthNo] <= EARLIER( 'Table'[MonthNo] )
                && 'Table'[Year] =EARLIER( ( 'Table'[Year] )
        )
    ))

If you prefer to use visual calculations, you can try the first solution I mentioned earlier.

3.Here's my final result, which I hope meets your requirements.

4.You may need to note that if the total in the matrix is not calculated in the way you desire, you can use the following measure:

MEASURE =
IF ( ISINSCOPE ( 'Table'[Year] ), MAX ( 'Table'[Column1] ), SUM ( [cl] ) )

Please find the attached pbix relevant to the case.

Best Regards,

Leroy Lu

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