Rolling Stock Position With Gaps In Months

Anonymous,

This can be solved with a date table. There are various ways to create a date table--here's a DAX calculated table:

Date = 
ADDCOLUMNS (
    CALENDARAUTO (),
    "Month Start Date", DATE ( YEAR ( [Date] ), MONTH ( [Date] ), 1 )
)

Create a 1:* relationship between the date table and data (fact) table:

Create measures:

Sum of Stock Value = SUM ( 'Table'[Stock Value] )

Running Total = 
CALCULATE ( [Sum of Stock Value], FILTER ( ALLSELECTED ( 'Date' ), 'Date'[Date] <= MAX ( 'Date'[Date] ) ) )

Result:

Whenever possible, use dimension table fields in visuals (e.g., 'Date'[Month Start Date]).