SUM of MAX on certain day per GROUP

[IP_Kornel]

Hey,

I'm struggling to find myself any solution to this and everything that I've found here or in google doesn't quite replicate my need.

Example input date

What I'm trying to achieve is line chart over time that will show um of "current" budgets at a specific time.
For the data above it should look like this

I've tried something like this 

CALCULATE(SUM(TABLE_B[BUDGET]), FILTER(ALLSELECTED(TABLE_B), TABLE_B[DATE] <= MAX(CALENDAR[DATE])))
but this sums every version up to calendar date, not the "currently last". I have no clue how to filter it properly.

[sevenhills]

Try this?

RT 1 = IF ( SELECTEDVALUE('Date Table'[YYYYMM]) <= Format(EOMONTH(date(2025, 3, 1), 0), "yyyymm"), 
CALCULATE(
	SUM('Table'[BUDGET]),
	FILTER(
		ALLSELECTED('Date Table'[Date]),
		ISONORAFTER('Date Table'[Date], MAX('Date Table'[Date]), DESC)  
	)
), BLANK())

[danextian]

Hi @IP_Kornel 

Assuming that each group is a combination of project, version, and date from the same table, try this:

SUMX (
    SUMMARIZECOLUMNS (
        'table'[project],
        'table'[version],
        'table'[date],
        "@max budget", CALCULATE ( MAX ( 'table'[budget] ) )
    ),
    [@max budget]
)

The measure will create a virtual summary of the specified columns and calculate the maximum budget for each combination of those columns. Finally, the maximum values are summed up. Otherwise, please provide a workable sample data (not an image), your expected result from the same sample data and the reasoning behind.

[IP_Kornel · Accepted solution]

Thanks @danextian 
Your solutions wasn't quite what I expected but it gave me somewhat an idea what I should look for.
After a few hours I think I figured it out and numbers seem to add up correctly and below is my solution if anyone is looking for something similar

_BOT = 
VAR _BT = FILTER(ALLSELECTED('BUDGETS'), 'BUDGETS'[DATA] <= MAX(CALENDAR[DATA]))
VAR _BG = SUMMARIZE(_BT, [PROJECT NUMBER], "@VERSION", MAX('BUDGETS'[VERSION]))
VAR _BC = FILTER(NATURALLEFTOUTERJOIN(_BG, ALLSELECTED('BUDGETS')), [@VERSION] = 'BUDGETS'[VERSION])

RETURN
    SUMX(_BC, 'BUDGETS'[BUDGET])

[v-linyulu-msft]

Hi,@IP_Kornel 
We are delighted that you have found a solution and are willing to share it with everyone.

Accepting your post as the solution is very helpful to our community, as it allows members with similar issues to find answers more quickly.

Thank you for your valuable contribution to the community. If you encounter new problems in the future, feel free to ask questions in the forum again. Wishing you all the best!

Best Regards,

Leroy Lu