PowerBI / DAX different dates cumulative on one chart

Question

i can't manage it on my own for 2 days. I've got 3 tables:

One-off Expenditures:

Title	date	Amount
x	03.07.2024	10000
y	06.08.2024	10000
z	05.09.2024	20000

Weekly cash balance:

date	Amount
02.09.2024	5000
09.09.2024	25000

and calendar table

I'd like to create a graph as below showing:

• cash balance on each week date from cash balance table
• cumulative value of one-off expenditure from a date (01.08.2024) till the date from point 1

I wrote dax formulas and i'm able to present that on two graphs however when joining the data, either the cumulative one stop cumulating or it cumulates ignoring the dates

The result i'd like to obtain is a graph with:

02.09.2024 -  5.000 - 10.000
09.09.2024 - 25.000 - 30.000

Answer 1

you can try to create two columns.

Column =
VAR _date =
    MAXX (
        FILTER ( 'Table', 'Table'[date] <= EARLIER ( 'Weekly cash balance'[date] ) ),
        'Table'[date]
    )
RETURN
    MAXX ( FILTER ( 'Table', 'Table'[date] = _date ), 'Table'[Amount] )

Column 2=
SUMX (
    FILTER (
        'Weekly cash balance',
        'Weekly cash balance'[date] <= EARLIER ( 'Weekly cash balance'[date] )
    ),
    'Weekly cash balance'[Column]
)