Forecast running total from a specific date with a base sum

[EJNGE]

Hello,

I am trying to calculate a running total of a forecast from a specific date but I need to use all the previous costs. The forecast needs to start tomorrow and any date prior would be 0 as these are in costs.

Hopefully the tables below can show what I mean a bit better where the cumulative forecast for the future (starting on the 31/08/2022) is the sum of the costs + the forecast.

Date	Costs	Forecast	Cumulative forecast
26-Aug-22	£                           44,041.74
27-Aug-22	£                           32,844.04
28-Aug-22	£                           47,442.25
29-Aug-22	£                           49,287.31
30-Aug-22	£                           32,844.04
31-Aug-22		£                  48,012.17	£                 254,471.55
01-Sep-22		£                                 -	£                 254,471.55
02-Sep-22		£                  73,369.44	£                 327,840.99
03-Sep-22		£                  30,260.72	£                 358,101.71
04-Sep-22		£                  30,260.72	£                 388,362.43
05-Sep-22		£                  47,442.25	£                 435,804.69
06-Sep-22		£                  30,962.03	£                 466,766.71
07-Sep-22		£                  39,752.66	£                 506,519.37

I cannot find a way to do this using Dax or power query, I keep getting a running total from the start.

[Greg_Deckler · Accepted solution]

@EJNGE So like this?

Cumulative forecast column = 
  VAR __StartDate = DATE(2022,8,31)
  VAr __Date = [Date]
  VAR __Costs = SUMX(FILTER(ALL('Table'), [Date] < __StartDate),[Costs])
  VAR __Forecast = SUMX(FILTER(ALL('Table'), [Date] >= __StartDate && [Date] <= __Date),[Forecast])
RETURN
  __Costs + __Forecast

[EJNGE]

Hello @Greg_Deckler ,

Thanks this is worked brilliantly.

Regards,

EJNGE