I am having trouble calculating the cumulative beginning AR balance for a given year. I believe it has something to do with my beginning AR balance formula which is the first calc below.
Beginning AR Balance = calculate( [MTD Outstanding AR], PARALLELPERIOD( Dates[Date], -1, month))
This is correctly populating the beginning AR balance (prior month-end balance). I use the following formula as an attempt to calculate the cumulative total beginning AR balance (the sum of beginning balances for the periods selected), and it will not give me the cumulative, rather it simply mirrors the value given from the above formula.
Total Beginning AR = calculate( [Beginning AR Balance], FILTER( ALLSELECTED( Dates ), Dates[Date] <= max( Dates[Date] ) ) )
Could this have something to do with the parallel period piece of the first function? Hope someone can help!