I am trying to calculate a cumulative/running total using:
Running Invoiced Amounts =
VAR CurrentDate = MAX(AR_Balances[GL Date])
SUMX(AR_Balances, AR_Balances[Invoice Amount]),
AR_Balances[GL Date] <= CurrentDate
Above gives matrix following output:
|GL Date*||Invoice Amount||Cumulative Total|
*GL Date = Invoice Date
Problems I am unable to fix::
1. Starting of cumulative total (1,050) is the sum of all invoices (total). Why and how to prevent so?
2. Cumulative total seemingly works (if starting 1,050 is ignored), but I expect it to reset as soon as the year changes on 31-Dec. How to achieve this?