Running Total per month

Hi ENGFAKAYODE ,

I have created a simple sample, but I cannot upload the pbix file. Please refer to my steps.

First, insert the codes.

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("Vc7JEYQwDETRXHyGxpKFllgo8k9jKJARc31lf/VxNO6km2zUlrYOc+ho53KzTWbeIT7ZJ+8i4D45Xg4Dv69185vVCOqVfpSGg0aVPXd0R7cqx8PGEK4w8c28G5yqnLxSXPOi2ulEnWGf2dO7DoRVPtkZnaueN/lvX6JgyGdeZhGf75TbRAN8jT5/", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [date = _t, Profit = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"date", type date}, {"Profit", type number}})
in
    #"Changed Type"

Then create a year column.

year = YEAR('Table'[date])

Finally create a measure.

Measure =
CALCULATE (
    SUM ( 'Table'[Profit] ),
    FILTER (
        ALL ( 'Table' ),
        'Table'[year] = SELECTEDVALUE ( 'Table'[year] )
            && 'Table'[date] <= SELECTEDVALUE ( 'Table'[date] )
    )
)

Or a column.

Column =
CALCULATE (
    SUM ( 'Table'[Profit] ),
    FILTER (
        ( 'Table' ),
        'Table'[year] = EARLIER ( 'Table'[year] )
            && 'Table'[date] <= EARLIER ( 'Table'[date] )
    )
)

If I have misunderstood your meaning, please provide more details with your desired output and pbix file without privacy information.

Best Regards

Community Support Team _ Polly

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.