Running Sum is not working

jac88 

In order to use time intelligence like running totals you really want a dedicated calendar table in your model.  Then you can disable auto date/time.

A calendar table can be make using DAX like this.  
New Table:

Dates = 
ADDCOLUMNS(
    CALENDARAUTO(),
    "Year",YEAR ( [Date] ),
    "Month Year", EOMONTH( [Date] , -1) +1
)

Disable auto date/time under File > Options > Current File:

Then cahnge your running total measure like this.

RunningSum2 = 
CALCULATE (
    SUM ( 'Transaction'[ARR_Amount__c_M] ),
    DATESINPERIOD ( Dates[Date], MAX ( 'Transaction'[Effective_Date__c] ), -1, YEAR )
)

I have attached my updated sample file for you to look at.

Hi,

You may download my PBI file from here.

Hope this helps.