[newbie] Calculations between two tables

HI mrmars

I reckon I am close with the following.

1. Create a new calculated table using the following code.  I have attached the model in a PBIX file.  I had to change your [Month] columns to actual Date datatypes to get the cumulative calculation going.

New Table = 
VAR BaseTalble =  
    SUMMARIZECOLUMNS(
        'planned'[Name],
        'planned'[Month],
        "Planned Hours",SUM('planned'[Planned Hours]),
        "Planned Revenue",SUM('planned'[Planned Revenue])
        )
        
        
VAR AddActual =   
    ADDCOLUMNS( 
        BaseTalble,
        "Actual Hours",SUMX(FILTER('actual','actual'[Name] = EARLIER('planned'[Name]) && 'actual'[Month] = EARLIER('planned'[Month])),'actual'[Actual Hours]) ,
        "Actual Revenue",SUMX(FILTER('actual','actual'[Name] = EARLIER('planned'[Name]) && 'actual'[Month] = EARLIER('planned'[Month])),'actual'[Actual Revenue])
            )
RETURN AddActual   
         

Then add the following two calculated columns to the new calculated table/

Running Actual Revenue = 
    SUMX(
        FILTER(
            'New Table',
            'New Table'[Name] = EARLIER('New Table'[Name]) && 
            'New Table'[Month] <= EARLIER('New Table'[Month])
            ),
            'New Table'[Actual Revenue])

Running Planned Revenue = 
    SUMX(
        FILTER(
            'New Table',
            'New Table'[Name] = EARLIER('New Table'[Name]) && 
            'New Table'[Month] <= EARLIER('New Table'[Month])
            ),
            'New Table'[Planned Revenue])