Help w/Tricky Issue: Disconnected Table DAX Bucketing

That's definitely something I started to consider lately. I'm going to look into how to structure that today and I'll follow-up here.

I still think there might be efficiency issues outside of that though. If I comment out this section and the reference to it:

VAR Aged =      FILTER( // Filter to dates within the Aging Bucket, based on the Due Date in relation to the As Of Date
                        VALUES('xDate - Document Due'[Document Due Date]),
                        VAR DaysOD =    DATEDIFF( 'xDate - Document Due'[Document Due Date], AsOfDate, DAY )
                        RETURN          COUNTROWS( // Second FILTER argument must be a Boolean value
                                                FILTER( 'Aging Buckets'
                                                        , 'Aging Buckets'[Lower Bound] <= DaysOD && DaysOD <= 'Aging Buckets'[Upper Bound]
                                                )
                                        ) > 0
                )

most things appear to go much faster, which seems odd to me.

After looking into this, I'm actually a little confused on how to best set this up. Can you elaborate on what you're thinking?

I created a Calculated Column in Collections to store the Rolling Balance. Unfortunately, the measure I wrote actually ended up slower than the original. I still don't know of a way to not need to clear the Collections[As Of Date] filter to get the Outstanding Balance, which likely slows things down.

Am I missing something?

Updated .pbix: drive.google.com/file/d/128rvGqMmCFjvAUBMmr9x06Z1fjStihJW/view?usp=sharing

VAR AsOfDate =  MIN( MAX('xAs Of Date'[As Of Date]), TODAY() ) // Earlier of the latest As Of Date in the original filter context or Today. Use MAX so it still works when rolled up to year or when there is no filter applied

VAR LastValue = CALCULATETABLE(
                        TOPN(   1
                                , SUMMARIZE(Collections, Collections[Document Key], Collections[From Document Key], Collections[As Of Date])
                                , Collections[As Of Date], DESC, Collections[From Document Key], DESC
                        )
                        , 'xAs Of Date'[As Of Date] <= AsOfDate
                        
                        /*** This section is surprisingly faster, but still slower than the original measure ***/
                        // ,  FILTER(  ALL(Collections[As Of Date])
                        //             , Collections[As Of Date] <= AsOfDate
                        // )
                        // , CROSSFILTER('xAs Of Date'[As Of Date], Collections[As Of Date], NONE)
                )

VAR Balance =   CALCULATE(
                        SUM(Collections[RollingFuncAmt])
                        , LastValue
                        , 'xAs Of Date'[As Of Date] <= AsOfDate

                        // , CROSSFILTER('xAs Of Date'[As Of Date], Collections[As Of Date], NONE)
                )

VAR Final =     IF(ROUNDDOWN(ABS(Balance), 0) = 0, BLANK(), Balance) // Hide 0 Balances & pennies remaining from bad GP data

RETURN          Final