Year to date: totalling from January 1st (or a fiscal year start) up to now, which DAX handles through TOTALYTD or DATESYTD.
Also called year-to-date.
Read more: Microsoft Learn
In the Ultra Transcenders books
Each book explains YTD in context, with comparison tables and the common traps.
Terms in this definition
- DAX
Short for Data Analysis Expressions, the formula language you write measures, calculated columns and row-level security rules in, within tabular semantic models in Power BI, Excel Power Pivot or Analysis Services.
- TOTALYTD
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.
- DATESYTD
Year-to-date measures rely on this DAX time intelligence function. It yields each date from the year's first day up to whatever latest date the current context holds, and accepts an optional year-end date so fiscal years can be handled.
Related terms
- Calculation group
Lets you write common DAX logic like prior year or year-to-date once, as calculation items, and apply it to any explicit measure via SELECTEDMEASURE, so you need far fewer near-duplicate measures. Adding one to a semantic model discourages implicit measures.
- Quick measure
Lets you create a DAX measure for a typical calculation, like a running total or year-to-date figure, by picking options and fields in a dialog. You can inspect and change the DAX it produces afterwards.
- SELECTEDMEASURE
Stands in for whichever measure happens to be evaluated, inside calculation items or dynamic format strings. That lets one calculation group add, say, YTD behaviour to all measures at once.