Latest Budget Version based on date filtering

[NickPowerBI]

We are looking for the latest budget based on a budget version and date filtering. 

Consider the following dataset:

Budget Table (related to a date dimension)

Project Name	Subtask	Budget Version	Budget	Date
X	sub01	1	100	1-jan
X	sub02	1	200	1-jan
X	sub02	2	300	1-apr
X	sub03	2	300	1-apr
Y	sub08	1	100	1-jan
Y	sub08	2	200	1-mrt
Y	sub08	3	500	1-apr
Z	sub03	1	200	1-feb
Z	sub01	2	50	1-apr

The challenging part are the months without a new budget.

In those months we want to show the most recent budget, from previous months.

For example:

For Project X there is no budgets for the months february and march, so we want to

show the budget from january (sub01: 100 and sub02: 200).

Desired output:

	Project	Subtask	Budget
1-jan	X	sub01	100
	X	sub02	200
	Y	sub08	100
1-feb	X	sub01	100
	X	sub02	200
	Y	sub08	100
	Z	sub03	200
1-mrt	X	sub01	100
	X	sub02	200
	Y	sub08	200
	Z	sub03	200
1-apr	X	sub02	300
	X	sub03	300
	Y	sub08	500
	Z	sub01	50

Our current measure:

SUMX(
CALCULATETABLE(
SUMMARIZE(Budget_table,Budget_table[Project Name],"max_budget",sum('Budget_table'[Budget])),
FILTER(all('Date'),'Date'[Date]<=max('Date'[Date])),
FILTER(Budget_table,'Budget_table'[BudgetVersionNumber]= CALCULATE(max('Budget_table'[BudgetVersion]) ALLEXCEPT('Budget_table)',Budget_table[Project Name]),FILTER(all('Date'),'Date'[Date]<=max('Date'[Date])))),[max_budget])

[Anonymous]

// For the below to work you have to:
// 1. Have a Dates table that's on the day granularity.
// 2. It must be the Date table in the model.
// 2. This table must be connected to the Budget Table.
// 3. Even though the granularity of the [Budget Table]
//    is different than Dates, it must join on [Date]
//    and granularity must be managed through the code,
//    so you have to decide when to display the below.
// The below is additive across proj/subtask but is
// not additive over time. It only shows you the budget
// for any particular date and any subset of proj/tasks.
// If you want to make it somehow additive across time,
// you'll have to either modify the measure or create
// another one on top of this one.

[Budget] =
var __oneVersionVisible =
	HASONEFILTER( 'Budget Table'[Budget Version] )
var __latestDate = LASTDATE( Calendar[Date] )
var __result =
	if( __oneVersionVisible,
		var __latestDates =
			ADDCOLUMNS(
				// Get all visible proj's and tasks
				SUMMARIZE(
					'Budget Table',
					'Budget Table'[Project Name],
					'Budget Table'[Subtask]
				),
				// For each of the proj/tasks find
				// the last date before or on
				// the current one that does have
				// a value in the Budget Table.
				"@LatestDate",
					MAXX(
						FILTER(
							ALL( Dates ),
							Dates[Date] <= __latestDate
							&&
							NOT( ISEMPTY(
								CALCULATETABLE(
									[Budget]
								)
							))
						),
						Dates[Date]
					)
			)
		var __output =
			CALCULATE(
				SUM( 'Budget Table'[Budget] ),
				TREATAS(
					__latestDates,
					'Budget Table'[Project Name],
					'Budget Table'[Subtask],
					'Dates'[Date]
				)
			)
		return
			__output
	)
RETURN
	__result

[amitchandak]

@NickPowerBI , Try column like after join date with date of date table

Only repeat till year

YTD = CALCULATE(MAX(Table[Budget]),DATESYTD('Date'[Date],"12/31"))

repeat till end
Cumm = CALCULATE(MAX(Table[Budget]),filter(date,date[date] <=maxx(date,date[date])))

Or

YTD = CALCULATE(lastnonblankvalue(Table[Date], MAX(Table[Budget]),DATESYTD('Date'[Date],"12/31"))

repeat till end
Cumm = CALCULATE(lastnonblankvalue(Table[Date], MAX(Table[Budget]),filter(date,date[date] <=maxx(date,date[date])))