Can we see running totals in cards?

[Sania-F]

Running totals (totalytd, totalqtd,totalmtd) cannot be seen individually in cards. Rather they show when the current context includes a month/year/date in the visual.

Revenue Total QTD =

TOTALQTD([Revenue],'Date'[Date])

 /*running total from 1st to last date in the quarter*/

Revenue Total MTD =

TOTALMTD([Revenue],'Date'[Date])

/*running total from 1st to last date in the month*/

Revenue Total YTD =

TOTALYTD([Revenue],'Date'[Date],"6-30") /*running total from 1st to last date in the year, 6-30 is jun 30 which last month of the year as per date table in model*/

Main Difference

• TOTALYTD → Aggregates from start of year.

• TOTALMTD → Aggregates from start of month.

Both respect your date filter context — so if you select April only, TOTALYTD will give Jan→Apr, while TOTALMTD will give Apr only.

---

⚡️Cheat Code to Remember:

• YTD = Big picture (whole year).

• MTD = Zoomed in (current month).

[v-tsaipranay]

Hi @Sania-F ,

I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions. 

Thank you.

[v-tsaipranay · Accepted solution]

Hi @Sania-F ,

Thanks for reaching out to the Microsoft fabric community forum.

You are correct, TOTALYTD, TOTALQTD, and TOTALMTD only return values when a date context (month/quarter/year) exists in the visual. A Card has no date context, so the result appears blank.

If you want to see the latest YTD, QTD, or MTD values directly in cards, you can adjust your measures to always calculate up to the last date in your Date table:

Revenue Total YTD (Card) =
CALCULATE (
    TOTALYTD ( [Revenue], 'Date'[Date], "6-30" ),
    FILTER ( ALL ( 'Date' ), 'Date'[Date] <= MAX ( 'Date'[Date] ) )
)

Similar logic applies for QTD and MTD. This way, the cards will always show the most recent cumulative totals, even without month/year context in the visual.

Thank you.

[v-tsaipranay]

Hi @Sania-F ,

I wanted to follow up on our previous suggestions. We would like to hear back from you to ensure we can assist you further.

Thank you.

[FBergamaschi]

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