Problem with cumulative(running) total

[voidbydefault]

Hi,

I am trying to calculate a cumulative/running total using:

Running Invoiced Amounts = 
VAR CurrentDate = MAX(AR_Balances[GL Date])
RETURN

CALCULATE(
    SUMX(AR_Balances, AR_Balances[Invoice Amount]),
    FILTER(
        ALL(AR_Balances),
        AR_Balances[GL Date] <= CurrentDate
    )
)

Above gives matrix following output:

GL Date*	Invoice Amount	Cumulative Total
1-Jan-22	100	1,050
15-Jan-22	200	1,250
...	...	...
31-Dec-22	200	1,450
1-Jan-23	250	1,700
...	...	...
27-May-23	300	2,200
Total	1,050	3,050

*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?

Thanks.

[raksone]

Can you share your PBI?

[voidbydefault]

Nopes. Apologies.

[voidbydefault]

Update:
I have managed to fix the first issue where cumulative total started with the sum of all invoices (i.e. 1,050) using below DAX. Please help me with the second problem. Thanks:

Solution to # 1:

Running Invoiced Amounts = 
VAR CurrentDate = MAX(AR_Balances[GL Date])
RETURN

CALCULATE(
    SUMX(AR_Balances, AR_Balances[Invoice Amount]),
    AR_Balances[GL Date] <= CurrentDate
)