Forum Discussion
TOTALYTD Returning BLANK
With the TOTALYTD or DATESYTD functions, year-to-date is defined relative to the maximum value of Dates[Date] in the filter context.
If the maximum value of Dates[Date] is in 2025 and you haven't applied any Date filters, and your 'Professional Services Quotes' table doesn't extend to 2025, then TOTALYTD changes the filter on Dates[Date] to the range 1/1/2025-31/12/2025 (assuming you have the complete 2025 calendar year in Dates), which would give you a BLANK result.
Normally these functions are used in the context of days or months within a single year, and will return a YTD value within that year.
With the TOTALYTD or DATESYTD functions, year-to-date is defined relative to the maximum value of Dates[Date] in the filter context.
If the maximum value of Dates[Date] is in 2025 and you haven't applied any Date filters, and your 'Professional Services Quotes' table doesn't extend to 2025, then TOTALYTD changes the filter on Dates[Date] to the range 1/1/2025-31/12/2025 (assuming you have the complete 2025 calendar year in Dates), which would give you a BLANK result.
Normally these functions are used in the context of days or months within a single year, and will return a YTD value within that year.
This did the trick. I updated my Date table to reflect the MIN/MAX of dates in my data table.
Thanks for your help.