DAX DATESYTD Function

Calculate values **from the beginning of the year up to a specific date in DAX.

The DATESYTD() function in DAX is a time intelligence function used to calculate values from the beginning of the year up to a specific date.

Purpose

DATESYTD() returns a table of dates from the start of the year up to the latest date in the current filter context. It’s commonly used for calculating Year-To-Date (YTD) values like revenue, sales, profit, etc.

Syntax

DATESYTD(<dates>, [<year_end_date>])

Parameters

  • <dates> → A column of date values (usually from a Date table)
  • [<year_end_date>] (optional) → The fiscal year-end (e.g., "06-30" for June 30). If omitted, defaults to December 31.

Example

Total Sales YTD = 
CALCULATE(
    SUM(Sales[Amount]),
    DATESYTD('Date'[Date])
)

This measure returns the cumulative total of Sales[Amount] from the beginning of the year up to the selected date.

Fiscal Year Example

If your fiscal year ends on March 31, you can write:

Total Sales FY YTD = 
CALCULATE(
    SUM(Sales[Amount]),
    DATESYTD('Date'[Date], "03-31")
)

Key Points

  • Requires a proper Date table with a continuous range of dates.
  • Automatically respects filter context (e.g., slicers, visuals).
  • Works only with standard or fiscal years, not custom periods (e.g. quarters).

Used With

FunctionUse
CALCULATE()To apply the DATESYTD table as a filter
TOTALYTD()Shortcut to calculate totals using DATESYTD
DATEADD()For YTD comparison with previous years

Visualization Example

If you're visualizing monthly revenue:

  • SUM(Sales[Amount]) shows actual values by month.
  • CALCULATE(SUM(Sales[Amount]), DATESYTD(...)) shows cumulative YTD totals month over month.
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