DAX for calculating retroactive values

Hi Rai_Lomarques,

Could you please try using below DAX queries and let me know if it helps resolev your query.

Monthly Bonus
==============
Monthly Bonus =
VAR MonthlyReach = MAX('Bonus Data'[Monthly Reach %])
VAR BonusValue   = 2700

RETURN
    IF(MonthlyReach >= 1, BonusValue, 0)

Advance Bonus
=============
Pays when monthly is below target but the running YTD compensates (≥ 100%).

Advance Bonus =
VAR MonthlyReach = MAX('Bonus Data'[Monthly Reach %])
VAR YTDReach     = MAX('Bonus Data'[YTD Reach %])
VAR BonusValue   = 2700

RETURN
    IF(
        MonthlyReach < 1 && YTDReach >= 1,
        BonusValue,
        0
    )

Recovery Bonus
==============

Recovery Bonus =
VAR CurrentDate = MAX('Bonus Data'[Month])
VAR CurrentYTD  = MAX('Bonus Data'[YTD Reach %])
VAR BonusValue  = 2700

-- All months before current with no bonus (monthly < 100% AND YTD < 100%)
VAR EligibleMonths =
    FILTER(
        ALL('Bonus Data'),
        'Bonus Data'[Month] < CurrentDate
&& 'Bonus Data'[Monthly Reach %] < 1
&& 'Bonus Data'[YTD Reach %] < 1
    )

-- For each eligible month, pay it only if the current month is
-- the FIRST month after it where YTD >= 100%
VAR RecoveredThisPeriod =
    SUMX(
        EligibleMonths,
        VAR EligibleMonth = 'Bonus Data'[Month]

 -- Earliest future month with YTD >= 100%
        VAR FirstRecoveryMonth =
            MINX(
                FILTER(
                    ALL('Bonus Data'),
                    'Bonus Data'[Month] > EligibleMonth
&& 'Bonus Data'[YTD Reach %] >= 1
                ),
                'Bonus Data'[Month]
            )

 -- Count this eligible month only if current = first recovery month
        RETURN
            IF(FirstRecoveryMonth = CurrentDate, BonusValue, 0)
    )

RETURN
    IF(CurrentYTD >= 1, RecoveredThisPeriod, 0)

Thanks,

Prashanth