Running Total after certain Month

Hi Anonymous ,

Based on what you have described, you want to calculate the cumulative total after a month. Is a certain month a fixed value? Or a dynamic value? If it's a dynamic value, what's the logic behind it.

If the month is a fixed value,please try to create measure like this.

RunningTotal =
IF (
    MAX ( 'Table'[date] ) >= DATE ( 2020, 3, 1 ),
    CALCULATE (
        SUM ( 'Table'[sales] ),
        FILTER (
            ALLEXCEPT ( 'Table', 'Table'[product] ),
            'Table'[date] >= DATE ( 2020, 3, 1 )
                && SUMX (
                    FILTER ( 'Table', EARLIER ( 'Table'[date] ) <= 'Table'[date] ),
                    'Table'[sales]
                )
        )
    ),
    MAX ( 'Table'[sales] )
)

Sample .pbix

Best Regards,
Liang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.