How to sum a value which is repeated in the data set based on ID, without adding up each line?

[AmBigsPBI]

Hello, I provided a sample data set above to display the problem I am having. My data set has IDs, originated $ amounts, originated dates, payment amounts, and payment dates. Because the payment dates happen every month, the remaining fields are all multiplied. I am trying to only sum the originated $ amount based on ID rather than every line in the column associated with the ID. I have tried many variations of SumX, Calculate, Filter, AllExcept, etc and they all seem to be off.

Additionally, I want this to filter the sum by the originated date.

The below gets me closer to a number that makes sense for what I'm expecting, but still seems too high. More-so, the filter on the originated date isn't working properly. Given I chose today's date, it should show $0 but isn't. 

Method 1:

Calculate(SUMX(values(ID),Calculate(min(OriginatedAmt)),Originated Date>11/14/2023),sumx(values(ID))

Method 2:

Sumx(filter(Table,Originated Date.[Date] > date(2022,11,13)),min(OriginatedAmt))

Thanks!

[amitchandak · Accepted solution]

@AmBigsPBI , Try measures like

Add or remove columns from summarize as per need

Sumx(SUMMARIZE(Table, Table[ID], Table[Original Date], Table[Payment]), [Payment])

Sumx(SUMMARIZE(filter(Table, Table[Originated Date]> Date(2023,11,14)), Table[ID], Table[Original Date], Table[Payment]), [Payment])

[AmBigsPBI]

You hit the nail on the head with the summarize function. I had never had the opportunity to use that yet so I wasn't familiar. You got the fields mixed up a bit but I got the gist. Thanks!