Cumlative Measures

Hi RM117 

Please try this:

First of all, I create a set of sample data:

Then add a measure for reference:

reference = SELECTEDVALUE('Table'[value])

Then create a new measure:

MEASURE 2=
VAR _currentDate =
    MAX ( 'Table'[Month year] )
VAR _previousDate =
    CALCULATE (
        MAX ( 'Table'[Month year] ),
        FILTER ( ALLSELECTED ( 'Table' ), 'Table'[Month year] < _currentDate )
    )
VAR _newtavle =
    SUMMARIZE (
        ALLSELECTED ( 'Table' ),
        'Table'[Month year],
        "_month year", SELECTEDVALUE ( 'Table'[Month year] ),
        "_reference", [reference]
    )
RETURN
    SUMX ( FILTER ( _newtavle, [_month year] <= _currentDate ), [_reference] )

The result is as follow:

If the above one can't help you, could you please provide more raw data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples? It would be helpful to find out the solution. You can refer the following links to share the required info:

How to provide sample data in the Power BI Forum

How to Get Your Question Answered Quickly

And It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

Best Regards

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

Hi,

Split the original table into 36 rows (one for each month) - this can be done by simply merging a list of numbers from 1 to 12 with your table.  Create a column called budget per month.  Thereafter this measure will work

B = sum(Data[Budget per month])

Budget YTD = calculate([B],datesytd(calendar[date],"31/3"))

Hope this helps.