Finding cummulative sum of MAX values

Question

I need to calculate the cumulative sum of Max value per period (or per category). See the embedded image.

So, first, I need to find max value for each category/month

Answer 1

This is a bit similar to this question and this question and this question as far as subtotaling, but also includes a cumulative component as well.

You can do this in two steps. First, calculate a table that gives the max for each year and then use a cumulative total pattern.

CumSum = 
VAR Summary =
    SUMMARIZE(
        ALLSELECTED(Table1),
        Table1[Year],
        "Max",
        MAX(Table1[MonthlyValue])
    )
RETURN
    SUMX(
        FILTER(
            Summary, 
            Table1[Year] <= MAX(Table1[Year])
        ),
        [Max]
    )

Here's the output:

If you expand to the month level, then it looks like this:

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Note that if you only need the subtotal to work leaving each row as a max (15, 22, 17, 54) rather than as a cumulative sum of maxes (15, 37, 54, 54), then you can use a simpler approach:

MaxSum =
    SUMX(
        VALUES( Table1[Year] ),
        CALCULATE( MAX( Table1[MonthlyValue] ) )
    )

This calculates the max for each year separately and then adds them together.

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External References:

• Subtotals and Grand Totals That Add Up “Correctly”

• Cumulative Total - DAX Patterns