Running totals based on date

Hi, Anonymous 

In my opinion, it is better to have a disconnected calendar table, if the slicer is acting differently with the visualization.

Please check the below picture and the sample pbix file's link down below.

The measures are newly written, and those are in the sample pbix file.

https://www.dropbox.com/s/4jddj5vsnjt8qkt/Finance%20Sample%20Data%20-%20Copy.pbix?dl=0 

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Hi Anonymous 

You can take steps bellow for reference:

1. Create a calendar table

Calendar Table = SUMMARIZE( financials, financials[Date])

Keep them disconnected：

1. Create the measures：

myMeasure =
VAR _max = SELECTEDVALUE('Calendar Table'[Date])
VAR _firstdate =
    CALCULATE (
        FIRSTDATE ( financials[Date] ),
        FILTER ( ALL ( financials ), financials[Date].[Year] = YEAR ( _max ) )
    )
RETURN
    IF (
        SELECTEDVALUE ( financials[Date] ) > _max,
        BLANK (),
        CALCULATE (
            SUM ( financials[ Sales] ),
            KEEPFILTERS (
                FILTER (
                    ALL ( financials ),
                    financials[Date] >= _firstdate
                        && financials[Date] <= _max
                )
            )
        )
    )

result:

Hope it helps.

Best Regards,

Community Support Team _ Tang

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