How to make CUMULATIVE totals reset for each Fiscal month in a Matrix

DAX DAX Calculations
1

I need to show a Cumulative total in a Matrix table, but it keeps continuing the running total from month to month. I need it to reset at the beginning of each Fiscal month:

My formulas:

Total Shipments TY = calculate([Total Shipments],filter(PBI_AEP_Shipments_B2B_Multi,year(PBI_AEP_Shipments_B2B_Multi[Transaction Date])=[Today Year]))

LastSalesDate = LASTNONBLANK( PBI_FSCAPF[PADDATE] , [Total Shipments] )

Cumulative Shipments TY = 
IF(SELECTEDVALUE (PBI_FSCAPF[PADDATE])> [LastSalesDate], BLANK(),
	CALCULATE( [Total Shipments TY] , 
		FILTER( ALLSELECTED( PBI_FSCAPF),
		PBI_FSCAPF[PADDATE] <= MAX( PBI_FSCAPF[PADDATE] ))))

The table is arranged by Calendar Day in Month (CADIM), so what I need is when February is shown, it display what the sales are for only Day 1 of February, and then accumulate from there. It’s picking up January’s sales.

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2

First I’m not sure if this is referencing the date table, but it should be. Always reference the date table and date column here.

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Try this

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Sam

3

Yes, PBI_FSCAPF[PADDATE] is equivalent to DATE[Date].

Rose