TOTALYTD, TOTALQTD, TOTALMTD – cumulative subtotals in time (DAX – PowerPivot, Power BI)

This article describes the TOTALYTD function, which calculates the cumulative subtotals in a year. (For quarters or months TOTALYTD or TOTALMTD can be used.)

The result of TOTALYTD can be seen here – there is revenue for a single month and revenue from January this year.

So how to get the subtotals?

Let´s create a new measure:

• This year cumulative = TOTALYTD(SUM(‘original data'[Revenue]);’original data'[Date];ALL(‘original data’))

Because:

• TOTALYTD is a name of function
• SUM(‘original data'[Revenue]) – what is calculated
• ‘original data'[Date] – this column defines the time
• ALL(‘original data’) – you can use some filter here, but we don´t need any in this example