I'm not so clear with your description, did you mean the matrix shows the records until the current year period by default and it can be reset by filter effect to show corresponding records?
If that is the case, I'd like to suggest writing measure formulas with isfiltered function and applying on 'visual level filter' to filter records. (current power bi does not support creating dynamic calculated column/table based on filter effects because they are working on the different levels and you can't use child level to effect its parent)
Applying a measure filter in Power BI - SQLBI
ISFILTERED, ISCROSSFILTERED – DAX Guide - SQLBI
Notice: the data level of power bi.
Database(external) -> query table(query, custom function, query parameters) -> data model table(table, calculate column/table) -> data view with virtual tables(measure, visual, filter, slicer)
Community Support Team _ Xiaoxin
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