Cumulative Recurring SUM per Sector

Hi,

Do you want something like this.  You may download my file from here.  I am accumulating savings from the start of the Year (January 1), rather than the start of the period for which data is available.

When I tried to use Dates from the 'Dates' table, it generates an error.

---

What was the error? Was it related to the bi-drectional relationship between the Dates and the Operational table? I'm not sure why you'd do that. Normally I'd have a 1 to many relationship from Dates to a fact/transaction table.

Any idea how to make it the reccuring saving appear for every month that is between [Start Date] and [End Date]?

You can't do a between join using relationships in a tabular model. But you can achieve the same effect by not having a join between your Date and Operational tables and doing the "between join" logic in a measure.

I used the following 2 measures to achieve the output above.

Amt = sumx(
        filter(sales, 
            Sales[StartDate] < Max('Date'[Date]) 
            && Sales[EndDate] > min('Date'[Date])
        )
    , Sales[Amount])

Cummulative Amt = CALCULATE(
    [Amt] 
    , FILTER(ALL('date'), 'Date'[Date] <= max('Date'[Date]))
)

You can download a copy of this model from here

https://1drv.ms/u/s!AnSKp2UbblSYgbUQdmNBM926iPxTlQ