Why is my running total showing values after specific date?

[Melissa]

This Date table contains several date offsets and boolean filters that you could use in measures or in the filter pane on either report, page or visual level to stop values from projecting forward.

The latest version of this extended Date table is available in this thread.

Add Fiscal Year + Fiscal Month to Date table Query

Hi @dillenbram, I recently updated (my extended version of) the date table query and this includes FQ and FP. So I hope you find this is helpful. **UPDATE: For the most up to date version of the Date table M function, please refer to: **UPDATE: added a ChangedType step at the end let fnDateTable = (StartDate as date, EndDate as date, optional FYStartMonth as number, optional Holidays as list ) as table => let FYStartMonth = try if List.Contains( {1..12}, FYStartMonth ) then …

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@sam.mckay

To get the formula to work you’ll need the logic after the IF function to work out specifically what YearMonth you are in and then make everything post that BLANK.

To determine what YearMonth you’re in is very simple with the MonthOffset because that value (actual month) will be equal to 0, to stop projecting forward all MonthOffset values should be less than 1.