Obvious problem I must be missing on VAR + Dates to sum trial balances only since start of year

[charleshale]

Trial balances in financial statements need to reset every year to sum correctly.

So if the trial balances are for a cash account

DATE           TRIAL BALANCE

Dec 2019     $200

Jan 2020      $100

Feb 2020      $-50

Then the proper cash balance at 2/28/2020 would be $50     ($100 - $50)

Can anyone see why the following  VAR date filters aren't capturing the above with a date table DimDate?

VAR _LastDate = MAX(DimDate[Date])

Var _StartofYear = STARTOFYEAR(DimDate[Date])

RETURN

CALCULATE(

sum( //trial balance column//,

FILTER(

ALL(DimDate),

_LastDate <= _StartofYear))

[charleshale · Accepted solution]

Figured out my own question -- needs a double trigger

CALCULATE(//measure//),

FILTER(

ALL(DimDate),

DimDate[Date] <= _LastDate && DimDate[Date] >= _StartofYear)

),