Hi All,
I'm attempting to create a running total calculation that would reset to zero each year.
Here's what I've got so far and it works but never resets...
Bad Debt Reserve Running Balance = CALCULATE (
[Bad Debt Reserve],
FILTER (
ALL ( DateMaster[Date] ),
DateMaster[Date] <= MAX ( DateMaster[Date] )
)
)
I also need to add in the "Beginning Balance" at the start of the year from another table. So for example:
| yearMonth | Bad Debt Reserve Beginning Balance | Bad Debt Reserve Adjustment | Bad Debt Reserve Running Balance |
| 1/1/2016 | -$1,433,000 | $40,731 | -$1,392,269 |
| 2/1/2016 | $0 | $25,000 | -$1,367,269 |
| 3/1/2016 | $0 | -$101,131 | -$1,468,400 |
| 4/1/2016 | $0 | $21,700 | -$1,446,700 |
| 5/1/2016 | $0 | -$34,700 | -$1,481,400 |
| 6/1/2016 | $0 | $600 | -$1,480,800 |
| 7/1/2016 | $0 | $166,400 | -$1,314,400 |
| 8/1/2016 | $0 | -$74,500 | -$1,388,900 |
| 9/1/2016 | $0 | -$212,400 | -$1,601,300 |
| 10/1/2016 | $0 | $152,100 | -$1,449,200 |
| 11/1/2016 | $0 | $136,800 | -$1,312,400 |
| 12/1/2016 | $0 | -$27,600 | -$1,340,000 |
| 1/1/2017 | -$1,501,000 | -$54,500 | -$1,555,500 |