Calculates year-to-date results for an expression from either a date column or a calendar. Fiscal years come from passing a year-end such as "6/30", an option calendars don't permit.
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In the Ultra Transcenders books
Each book explains TOTALYTD in context, with comparison tables and the common traps.
Terms in this definition
- YTD
Year to date: totalling from January 1st (or a fiscal year start) up to now, which DAX handles through TOTALYTD or DATESYTD.
- CALENDAR
Generates a date table as a calculated table: given a start and end date, this DAX function returns a single column, called Date, listing every day in between, including both ends.
Related terms
- Classic time intelligence
The original DAX time functions, like TOTALYTD, which work from the date column of a table marked as a date table. They expect a Gregorian (or shifted Gregorian) calendar with no gaps in the dates and offer no week-level functions, which sets them apart from the calendar-based preview approach.
- Time intelligence
Covers DAX functions (TOTALYTD, DATEADD, SAMEPERIODLASTYEAR and others) that shift or accumulate filtered dates. Classic versions require a contiguous, marked date table; calendar-based versions, still in preview, rely on defined calendars.
- USERELATIONSHIP
Switches on an existing relationship, normally an inactive one, for a single calculation. Only usable within functions accepting filter arguments (CALCULATE, TOTALYTD and so on), and errors if row-level security covers an involved table.