Filtering a running total

[setis]

Dear experts, 

I need to calculate a running total with a date filter based on another column in the same table. 

I have a Calendar table with a relationship to the column "Posting date" in the table Sales Invoice Line.

The running total measure that works fine is:

Invoiced_RT= 
CALCULATE(
    SUM('Sales Invoice Line'[Amount]);
    FILTER(
        ALL(Calendar[Date]);
        Calendar[Date] <= MAX(Calendar[Date])))

In Sales Invoice Line there is a column called "Date closed".

I need to present the results on a Table/Matrix with the months in the rows. 

I need to filter the results from the measure above so it shows only the values that have a "Date closed" later than the End of the Month or "Date closed" = BLANK.

I have created a Column in my Calendar table called EOM that gives me the last day of the respective month.

I've been trying the following:

Invoiced_RT(Date open) = 
CALCULATE([Invoiced_RT] ; 
FILTER('Sales Invoice Line';
'Sales Invoice Line'[Date closed] > MAX(Calendar[EOM]) ||
'Sales Invoice Line'[Date closed] = BLANK()))

My problem is that I have an invoice with posting date in December 2019 that was closed in February 2020.

This invoice amount is showing up in December 2019 but not in January 2020 (it should be in both months).  

I hope that the question makes sense and it has an easy solution. If not, I'll try to produce a dummy report to show the issue. 

[danextian · Accepted solution]

Hi @setis,

I hope this works and pardon if there's any syntax error:
Exclude Measure =
CALCULATE (
SUM ( 'Sales Invoice Line'[Amount] ),
FILTER ( ALL ( Calendar ), Calendar[Date] <= MAX ( Calendar[Date] ) ),
FILTER (
ALL ( 'Sales Invoice Line'[PostingDate] ),
'Sales Invoice Line'[PostingDate]
> MAX ( Calendar[Date) || ISBLANK( 'Sales Invoice Line'[PostingDate] )
)
)

[setis]

@danextian It works. Thank you very much!