TOTALYTD - Daxplained

TOTALYTD is a DAX function that evaluates an expression over the year-to-date period based on a specified date column and filters.

Syntax

TOTALYTD(
   Expression,
   Dates,
   Filter,
   YearEndDate
)

Argument	Properties	Description
Expression		The expression to be evaluated.
Dates		The name of a column containing dates or a one column table containing dates.
Filter	Optional	A boolean (True/False) expression or a table expression that defines a filter.
YearEndDate	Optional	End of year date.

A scalar value that represents the expression evaluated for the current year-to-date dates.

The dates argument can be any of the following:
- A reference to a date/time column.
- A table expression that returns a single column of date/time values.
- A Boolean expression that defines a single-column table of date/time values.
Constraints on Boolean expressions are described in the topic, CALCULATE.
The filter expression has restrictions described in the topic, CALCULATE.
The year_end_date parameter is a string literal of a date, in the same locale as the locale of the client where the workbook was created. The year portion of the date is not required and is ignored. For example, the following formula specifies a (fiscal) year_end_date of 6/30 in an EN-US locale workbook.
```
= TOTALYTD(SUM(InternetSales_USD[SalesAmount_USD]),DateTime[DateKey], ALL('DateTime'), "6/30")
```
In this example, year_end_date can be specified as “6/30”, “Jun 30”, “30 June”, or any string that resolves to a month/day. However, it is recommended you specify year_end_date using “month/day” (as shown) to ensure the string resolves to a date.
This function is not supported for use in DirectQuery mode when used in calculated columns or row-level security (RLS) rules.

The following sample formula creates a measure that calculates the ‘year running total’ or ‘year running sum’ for Internet sales.

= TOTALYTD(SUM(InternetSales_USD[SalesAmount_USD]),DateTime[DateKey])

Other functions related to TOTALYTD are:

Contribute » | Contributors: Rick de Groot
Microsoft documentation: https://learn.microsoft.com/en-us/dax/totalytd-function-dax