Matrix Total is not correct

[bedata1]

Hi Community, 

Situation

I created a Matrix visual with two tables "GeneralLedgerEntries" (Actual Amount) & "Budget" (Budget Amount). 

I created the follow DAX (with Date = 2023,01,31 --> this means it should show the actual amount up to that date, from then on the budget amount):

LE = 
var SelectedDate = Date(2023,01,31)
var ActualAmount = 
CALCULATE(
    SUM(GeneralLedgerEntries[Amount]),     FILTER(GeneralLedgerEntries, GeneralLedgerEntries[Posting_Date] <= SelectedDate)
)
var BudgetAmount =    
CALCULATE(
    SUM(Budget[Amount]),
    FILTER(Budget, Budget[Date] > SelectedDate)
)
return
IF(
    MAX(Budget[Date]) > SelectedDate,
    BudgetAmount,
    ActualAmount
)

Problem

I would like to show the total per quarter, but unfortunately the total is not correct.
It only adds the two columns "2023.02"+"2023.03" which come from the table "Budget". However, "2023.01"+"2023.02"+"2023.03" should calculate ("2023.01" come from the table "GeneralLedgerEntries")...

Does anyone have an idea what it could be so I can calculate the correct total?

[bedata1]

@FreemanZ  Thank you, it works - as always, a perfect and fast help!
@tamerj1 Thank you as well for your help.

[tamerj1]

Hi @bedata1 
Please try

LE =
SUMX (
    VALUES ( Budget[YearMonth] ),
    VAR SelectedDate =
        DATE ( 2023, 01, 31 )
    VAR ActualAmount =
        CALCULATE (
            SUM ( GeneralLedgerEntries[Amount] ),
            FILTER (
                GeneralLedgerEntries,
                GeneralLedgerEntries[Posting_Date] <= SelectedDate
            )
        )
    VAR BudgetAmount =
        CALCULATE (
            SUM ( Budget[Amount] ),
            FILTER ( Budget, Budget[Date] > SelectedDate )
        )
    RETURN
        IF (
            CALCULATE ( MAX ( Budget[Date] ) ) > SelectedDate,
            BudgetAmount,
            ActualAmount
        )
)

[FreemanZ · Accepted solution]

hi @bedata1 

try like:

LE =

var SelectedDate = Date(2023,01,31)

var ActualAmount =

CALCULATE(

    SUM(GeneralLedgerEntries[Amount]),     

    FILTER(GeneralLedgerEntries, GeneralLedgerEntries[Posting_Date] <= SelectedDate)

)

var BudgetAmount =    

CALCULATE(

    SUM(Budget[Amount]),

    FILTER(Budget, Budget[Date] > SelectedDate)

)

return

    BudgetAmount + ActualAmount