Rolling sum

Anonymous

Try this as a MEASURE

Running_Total =
CALCULATE (
    SUM ( Targets[Savings] ),
    FILTER (
        ALLEXCEPT ( Targets, Targets[Category] ),
        Targets[Date] <= SELECTEDVALUE ( Targets[Date] )
    )
)

or this as a CALCULATED COLUMN

Running_Total =
CALCULATE (
    SUM ( Targets[Savings] ),
    FILTER (
        ALLEXCEPT ( Targets, Targets[Category] ),
        Targets[Date] <= EARLIER ( Targets[Date] )
    )
)

Anonymous

I think that whatever Column you use as a slicer would need to be part of ALLEXCEPT function. For example if you use region as a SLICER

Then Measure would be

Running_Total =
CALCULATE (
    SUM ( Targets[Savings] ),
    FILTER (
        ALLEXCEPT ( Targets, Targets[Category] ,Targets[Region]),
        Targets[Date] <= SELECTEDVALUE ( Targets[Date] )
    )
)