DAX Function Guide

TOTALYTD
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Sam McKay

CEO & Founder

How does the TOTALYTD work?
The TOTALYTD function (DAX) evaluates the year-to-date value of the expression in the current context.
TOTALYTD Formula Syntax

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

How do you use the TOTALYTD?

This function calculates the cumulative subtotals in a year, also allows us to apply filters and specify a year end date.

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Considerations when using the TOTALYTD?

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.

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

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Formula examples using the TOTALYTD

=TOTALYTD(SUM(InternetSales_USD[SalesAmount_USD]),DateTime[DateKey], ALL(‘DateTime’), “6/30”)

= TOTALYTD ( [SalesAmount], ‘Date'[Date], 2008 )

= TOTALYTD ( [SalesAmount], ‘Date'[Date], CROSSJOIN ( TREATAS ( { “Red” }, Product[Color] ), TREATAS ( { “United States” }, Customer[CountryRegion] ) ) )

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