DAX TOTALYTD Function

Calculate Year-To-Date in DAX.

TOTALYTD is a Time Intelligence function that calculates the Year-To-Date (YTD) total of a measure.

Syntax

TOTALYTD(
    <expression>,
    <dates>,
    [<filter>],
    [<year_end_date>]
)

Parameters

ParameterDescription
expressionThe measure or calculation to aggregate (e.g., [Sales]).
datesA column with date values (usually from a Date table).
filter(Optional) Additional filters to apply.
year_end_date(Optional) Specify a different fiscal year-end date (default is Dec 31).

Example

Assuming you have a measure [Total Sales] and a proper 'Date' table:

Sales YTD = TOTALYTD([Total Sales], 'Date'[Date])

This gives cumulative sales from the start of the year up to each date in the context.

Custom Fiscal Year Example

If your fiscal year ends on June 30th:

Sales YTD = TOTALYTD([Total Sales], 'Date'[Date], , "06/30")

Note: The date format in "06/30" must match your system's locale settings (e.g., "30/06" for DD/MM).

Important Notes

  • You must have a proper Date table marked as a Date Table in your model.
  • The dates column should be continuous with no gaps.
  • The result depends on the current row context, often from a visual or iterator.
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