Resources Exceeded - Running Total on Datediff calculated column

Step 1: create a calculated column to calculate the difference in months between the Acquisition Date and the Transaction Date:

DateDiffInMonths = DATEDIFF('Revenue'[AcquisitionDate], 'Revenue'[TransactionDate], MONTH)

step2:create a measure for the cumulative revenue. This measure will sum the revenue up to the current month for each cohort:
CumulativeRevenue =
CALCULATE(
SUM('Revenue'[Revenue]),
FILTER(
ALLSELECTED('Revenue'),
'Revenue'[AcquisitionDate] = MAX('Revenue'[AcquisitionDate]) &&
'Revenue'[DateDiffInMonths] <= MAX('Revenue'[DateDiffInMonths])
)
)

step3: To ensure the measure is optimized for performance, consider using variables and avoiding iterative functions where possible:

CumulativeRevenueOptimized =
VAR SelectedAcquisitionDate = MAX('Revenue'[AcquisitionDate])
VAR SelectedMonth = MAX('Revenue'[DateDiffInMonths])
RETURN
CALCULATE(
SUM('Revenue'[Revenue]),
FILTER(
ALLSELECTED('Revenue'),
'Revenue'[AcquisitionDate] = SelectedAcquisitionDate &&
'Revenue'[DateDiffInMonths] <= SelectedMonth
)
)

Step4: Create a Matrix Visual
1. Rows: Place the acquisition cohorts (based on the Acquisition Date) in the Rows.
2. Columns: Use the DateDiffInMonths column to show the month difference in the Columns.
3. Values: Add the CumulativeRevenueOptimized measure to the Values.

By creating the DateDiffInMonths column and using the optimized cumulative measure,
you should be able to generate a visual that shows acquisition cohorts and their cumulative revenue
over time without exceeding resource limits.

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