Filtered Running Total

Hi Anonymous ,

You can try this:

previous 7 years total =
CALCULATE (
    [Total Sold],
    DATESINPERIOD (
        'Whole Goods'[Fiscal Date],
        LASTDATE ( 'Whole Goods'[Fiscal Date] ),
        -7,
        YEAR
    )
)

Install Base =
VAR mindate =
    CALCULATE (
        MIN ( 'Whole Goods'[Fiscal Date] ),
        ALLSELECTED ( 'Whole Goods'[Fiscal Date] )
    )
RETURN
    IF (
        YEAR ( MAX ( 'Whole Goods'[Fiscal Date] ) ) - 7
            < CALCULATE (
                YEAR ( FIRSTDATE ( 'Whole Goods'[Fiscal Date] ) ),
                ALL ( 'Whole Goods' )
            ),
        BLANK (),
        CALCULATE (
            [previous 7 years total],
            FILTER (
                ALL ( 'Whole Goods' ),
                DATEADD ( 'Whole Goods'[Fiscal Date], 1, YEAR )
                    <= MAX ( 'Whole Goods'[Fiscal Date] )
                    && DATEADD ( 'Whole Goods'[Fiscal Date], 1, YEAR ) >= mindate
            )
        )
    )

This is my PBIX file.

Best Regards,

Icey

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