Cumulative Sum from Two Different Tables

Hi ahoggatt42 ,

1. Create a calculation table and obtain data that meets the conditions.

Table = 
UNION(SELECTCOLUMNS(
    FILTER('AR Data','AR Data'[Order Type] = "UO"),
    "MyDate",'AR Data'[Order Date],
    "MyYear",'AR Data'[Order Year],
    "MyMonth",'AR Data'[Order Month],
    "MyPrice",'AR Data'[Sum of True Price]),
    SELECTCOLUMNS(
        FILTER('SO Data','SO Data'[Order Type] = "UO"),
        "MyDate",'SO Data'[Trans Date],
        "MyYear",'SO Data'[Trans Year],
        "MyMonth",'SO Data'[Trans Month],
        "MyPrice",'SO Data'[Sum of True Price]))

2. Create measure.

Measure =
CALCULATE(SUM('Table'[MyPrice]),FILTER(ALL('Table'), 'Table'[MyYear] = MAX('Table'[MyYear]) && 'Table'[MyMonth] = MAX('Table' [MyMonth]) &&'Table'[MyDate] <= MAX('Table'[MyDate])))

If your Current Period does not refer to this, please clarify in a follow-up reply.

Best Regards,

Clara Gong

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