Show running total

Hi Anonymous 

Create a date table

date = ADDCOLUMNS(CALENDAR(DATE(2016,1,1),DATE(2020,12,31)),"year",YEAR([Date]))

add columns
year-month = FORMAT([Date],"yyyymm")
month = FORMAT([Date],"Mmm")

Show running total for last 3 years:

Measure 3 = IF(MAX([year])>YEAR(TODAY())-3,CALCULATE(SUM(Sheet3[value]),DATESYTD('date'[Date],"12/31")))

or show last 3 years' running total for each year,

for 2018, running total is from 2016-2018

for 2019, is from 2017-2019

Measure =
VAR lastdate1 =
    LASTDATE ( 'date'[Date] )
RETURN
    CALCULATE (
        SUM ( Sheet3[value] ),
        FILTER (
            ALLSELECTED ( 'date' ),
            'date'[year-month] <= MAX ( 'date'[year-month] )
                && DATEDIFF ( 'date'[Date], lastdate1, YEAR ) < 3
                && DATEDIFF ( 'date'[Date], lastdate1, YEAR ) >= 0
        )
    )


Measure 2 = IF(MAX([year])>YEAR(TODAY())-3,[Measure])

Best Regards
Maggie
Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.