Ok sorry for the delay. I have spent some time on this and believe I have the right answer now.
I just needed to clear the mind and bit and attack it a different way.
I soon realized the this particular formula was the issue
It just doesn’t work as you require when you attempt to calc the incremental total
I also simplified everything down in the model. I was getting so confused by all the formulas that were in there.
I basically started from scratch.
Here are the formulas I used to get the below
Cumulative Total Alt =
VAR CurrentYear = SELECTEDVALUE( Dates[Year] )
SUMX( SUMMARIZE( Dates, Dates[Year], "Totals", [Total Cost Sum] ), [Totals] ),
FILTER( ALLSELECTED( Dates[Year] ),
Dates[Year] <= CurrentYear ) )
Cumulative Max Alt =
SUMX( VALUES( 'Vulnerable Groups'[Vulnerable Groups] ),
IF( [Cumulative Total Alt] >= [Total Cost Measure], [Total Cost Measure], [Cumulative Total Alt] ) )
Incremental Alt =
CALCULATE( [Cumulative Max Alt], ALLSELECTED( 'Vulnerable Groups'[Vulnerable Groups] ) )
I believe this does it, and you’ll see that the formulas aren’t that difficult, it just takes making sure you have the correct iterating happening within formulas to make this work properly.
One this I don’t have it the totals, but you can easily add these using some IF( HASONEVALUE( …logic to add in the total. See how you go working through this based on the new formulas.
Model attached here
Cost Modeling 2.23.2019 TEST.pbix (264.4 KB)