Cumulative sum for the year for each month

[Safus09]

Hi, I'am new to power BI and Dax queries and I want to calculate a cumulative sum for each month starting from the 01/01 of each year. 

Example : For period1 of 2023 => Sum starting from 01/01/2023 until the 31/01/2023
                For period2 of 2023 => Sum starting from 01/01/2023 until the 28/02/2023 (So Sum of period1 + Period 2) 

                etc ... 

                For period12 of 2023 => Sum starting from 01/01/2023 until the 31/12/2023 (So Sum of period1 + Period 2 +                  Perdiod3 + ... + Period12 ) 

I tried the following : 

DebitExercice = CALCULATE(sum('General ledger attributes'[PRIMARYAMOUNT]), 'General ledger attributes'[ISCREDIT] = "No",
FILTER(
ALLSELECTED('Fiscal periods'[Date],'Fiscal periods'[Fiscal year],'Fiscal periods'[Period Month]),'Fiscal periods'[Date] >= DATE('Fiscal periods'[Fiscal year],01,01) && 'Fiscal periods'[Date] <= date('Fiscal periods'[Fiscal year],'Fiscal periods'[Period Month],DAY(EOMONTH('Fiscal periods'[Date],0)))))<br /><br /><li-code lang="markup">DebitExercice = CALCULATE(sum('General ledger attributes'[PRIMARYAMOUNT]), 'General ledger attributes'[ISCREDIT] = "No", FILTER( ALLSELECTED('Fiscal periods'[Date],'Fiscal periods'[Fiscal year],'Fiscal periods'[Period Month]),'Fiscal periods'[Date] >= DATE('Fiscal periods'[Fiscal year],01,01) && 'Fiscal periods'[Date] <= date('Fiscal periods'[Fiscal year],'Fiscal periods'[Period Month],DAY(EOMONTH('Fiscal periods'[Date],0)))))

​
What I'am missing here ?
The result : 

 

[Safus09]

@danextian , Thank you ! The DATESYTD function did the job. 

[danextian · Accepted solution]

Hi @Safus09 ,

Assuming you have  separate dates table with FY info, try the following

Total Transactions YTD FY2 = 
CALCULATE ( [Total Transactions], DATESYTD ( Dates[Date], "Jun 30" ) )

Transactions YTD FY = 
CALCULATE (
    [Total Transactions],
    FILTER (
        ALL ( Dates ),
        Dates[Date] <= MAX ( Dates[Date] )
            && Dates[FY] = MAX ( Dates[FY] )
    )
)

 Please see attached pbix for details.

[Safus09]

DebitExercice = CALCULATE(sum('General ledger attributes'[PRIMARYAMOUNT]), 'General ledger attributes'[ISCREDIT] = "No",
FILTER(
ALLSELECTED('Fiscal periods'[Date],'Fiscal periods'[Fiscal year],'Fiscal periods'[Period Month]),'Fiscal periods'[Date] >= DATE('Fiscal periods'[Fiscal year],01,01) && 'Fiscal periods'[Date] <= date('Fiscal periods'[Fiscal year],'Fiscal periods'[Period Month],DAY(EOMONTH('Fiscal periods'[Date],0)))))

Sorry I don't know how to modify a post, so I repost the corrected used code.