Sum of records filtered by earliest date

[mkeiper]

I am trying to find a sum by filtering by earliest date on each row. I have multiple records with the same ID number. Amount lost changes over time and my data keeps record of these changes with.

Here is an example of how my data is set up:

ID	Amount lost	As of Date
1	100	1/1/2010
2	200	1/1/2010
3	300	1/1/2010
4	400	1/1/2010
1	150	1/1/2011
2	250	1/1/2011
3	350	1/1/2011
4	200	1/1/2011
5	500	1/1/2011
6	600	1/1/2011
1	150	1/1/2012
2	300	1/1/2012
3	400	1/1/2012
4	250	1/1/2012
5	450	1/1/2012
6	800	1/1/2012
7	700	1/1/2012

What I am trying to execute is taking the sum of the Amount Lost by Earliest As of Date of each ID. For this data it would be summing the Bolded records. My closest attempt is this:

Earliest Lost = CALCULATE(sum(LD[Amount Lost]), FILTER(LD, LD[As of Date]=MINX(values(LD[As of Date]), LD[As of Date]))).

This works for each individual record, pulling the earliest Amount Lost, but the overall sum only adds the 1/1/2010 as of dates and excludes all others.

Thanks in advance for the help

[Sean · Accepted solution]

@mkeiper

Hope this works and helps!

Measure =
CALCULATE (
    SUM ( LD[Amount lost] ),
    FILTER (
        LD,
        LD[As of Date] = CALCULATE ( MIN ( LD[As of Date] ), ALLEXCEPT ( LD, LD[ID] ) )
    )
)

Good Luck!

[mkeiper]

You sir are a genius.

Thanks