The TOTALYTD() Function: Master Year-to-Date Calculations

The TOTALYTD function calculates the year-to-date value of an expression from the start of the calendar year through the current date in context. It is a time intelligence function that requires a proper Date table marked as a date table and an active relationship to your fact data.

It is ideal for cumulative KPIs—revenue YTD, units YTD, budget YTD—where each month or day should show the running total from January 1st forward.

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

• <expression>: The measure or expression to accumulate (e.g., SUM(Sales[Revenue])).
• <dates>: A column of dates from a contiguous Date/Calendar table.
• <filter> (optional): Additional filters to apply inside the YTD calculation.

A Sales fact table linked to a Calendar date dimension (2024):

First define a base revenue measure, then wrap it in TOTALYTD using the Calendar date column:

Total Revenue =
SUM( Sales[Revenue] )

Revenue YTD =
TOTALYTD(
    [Total Revenue],
    Calendar[Date]
)

A line or table visual with Month, [Total Revenue], and [Revenue YTD]: