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Del235
Helper III
Helper III

Grand Total thru Today()

What would be the syntax for a grand total thru Today?  I'm using a date table where I'm using the field Date

1 ACCEPTED SOLUTION

Hi @Del235 

TOTALYTD creates YTD value for the year in the current context. It will continue to calculate up to the last date in your dates table.

danextian_1-1738490440102.png

If you want to calculate the YTD value up to today's date equivalent in the past years, try this:

YTD up to today = 
VAR _Today =
    TODAY ()
VAR _EndDate =
    DATE ( MAX ( Dates[Year] ), MONTH ( _Today ), DAY ( _Today ) )
VAR _YrMonthToday =
    FORMAT ( TODAY (), "mmdd" )
VAR _Result =
    CALCULATE (
        SUM ( 'DataTable'[Value] ),
        FILTER (
            ALL ( Dates ),
            Dates[Year] = MAX ( Dates[Year] )
                && Dates[Date] <= MAX ( Dates[Date] )
                && Dates[Date] <= _EndDate
        )
    )
RETURN
    _Result

danextian_2-1738491595659.png

 

 





Dane Belarmino | Microsoft MVP | Proud to be a Super User!

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"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
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Learn with me on YouTube @DAXJutsu or follow my page on Facebook @DAXJutsuPBI.

View solution in original post

4 REPLIES 4
Poojara_D12
Super User
Super User

Hi @Del235 

Total Through Today =
CALCULATE(
SUM(Sales[SalesAmount]), 
'Date'[Date] <= TODAY() 
)
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If my response(s) assisted you in any way, don't forget to drop me a "Kudos"

Kind Regards,
Poojara - Proud to be a Super User
Data Analyst | MSBI Developer | Power BI Consultant
Consider Subscribing my YouTube for Beginners/Advance Concepts: https://youtube.com/@biconcepts?si=04iw9SYI2HN80HKS
Del235
Helper III
Helper III

I thought the TOTALYTD would only total for the current year?

Hi @Del235 

TOTALYTD creates YTD value for the year in the current context. It will continue to calculate up to the last date in your dates table.

danextian_1-1738490440102.png

If you want to calculate the YTD value up to today's date equivalent in the past years, try this:

YTD up to today = 
VAR _Today =
    TODAY ()
VAR _EndDate =
    DATE ( MAX ( Dates[Year] ), MONTH ( _Today ), DAY ( _Today ) )
VAR _YrMonthToday =
    FORMAT ( TODAY (), "mmdd" )
VAR _Result =
    CALCULATE (
        SUM ( 'DataTable'[Value] ),
        FILTER (
            ALL ( Dates ),
            Dates[Year] = MAX ( Dates[Year] )
                && Dates[Date] <= MAX ( Dates[Date] )
                && Dates[Date] <= _EndDate
        )
    )
RETURN
    _Result

danextian_2-1738491595659.png

 

 





Dane Belarmino | Microsoft MVP | Proud to be a Super User!

Did I answer your question? Mark my post as a solution!


"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
Need Power BI consultation, get in touch with me on LinkedIn or hire me on UpWork.
Learn with me on YouTube @DAXJutsu or follow my page on Facebook @DAXJutsuPBI.
Gabry
Super User
Super User

Measure = TOTALYTD(sum('yourtable'[yourvalue]), 'datetable'[date])

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