TOTALMTD DAX Function (Time Intelligence) Context Transition
Evaluates the specified expression over the interval which begins on the first of the month and ends with the last date in the specified date column after applying specified filters.
Syntax
| Parameter | Attributes | Description |
|---|---|---|
| Expression |
The expression to be evaluated. |
|
| Dates |
The name of a column containing dates or a one column table containing dates. |
|
| Filter | Optional |
A boolean (True/False) expression or a table expression that defines a filter. |
Return values
A scalar value that represents the Expression evaluated for the Dates in the current month-to-date, given the dates in Dates.
Notes
In order to use any time intelligence calculation, you need a well-formed date table. The Date table must satisfy the following requirements:
- All dates need to be present for the years required. The Date table must always start on January 1 and end on December 31, including all the days in this range. If the report only references fiscal years, then the date table must include all the dates from the first to the last day of a fiscal year. For example, if the fiscal year 2008 starts on July 1, 2007, then the Date table must include all the days from July 1, 2007 to June 30, 2008.
- There needs to be a column with a DateTime or Date data type containing unique values. This column is usually called Date. Even though the Date column is often used to define relationships with other tables, this is not required. Still, the Date column must contain unique values and should be referenced by the Mark as Date Table feature. In case the column also contains a time part, no time should be used – for example, the time should always be 12:00 am.
- The Date table must be marked as a date table in the model, in case the relationship between the Date table and any other table is not based on the Date.
Remarks
The Dates argument can be any of the following:
- A reference to a date/time column. Only in this case a context transition applies because the column reference is replaced by
- CALCULATETABLE ( DISTINCT ( <Dates> ) )
- A table expression that returns a single column of date/time values.
- A Boolean expression that defines a single-column table of date/time values.
The syntax:
TOTALMTD (
<Expression>,
<Dates>
[, <Filter>]
)
corresponds to:
CALCULATE (
<Expression>,
DATESMTD ( <Dates> )
[, <Filter>]
)
Examples
-- TOTALQTD is just syntax sugar for CALCULATE / DATESQTD
EVALUATE
CALCULATETABLE (
{ (
CALCULATE (
[Sales Amount],
DATESMTD ( 'Date'[Date] ) -- 2007-05-01 : 2007-05-06
),
TOTALMTD ( -- 2007-05-01 : 2007-05-06
[Sales Amount],
'Date'[Date]
)
) },
'Date'[Date] = DATE ( 2007, 5, 12 )
)
| Value1 | Value2 |
|---|---|
| 263,964.56 | 263,964.56 |
Related functions
Other related functions are:
Last update: Nov 28, 2023 » Contribute » Show contributors
Contributors: Alberto Ferrari, Marco Russo
Microsoft documentation: https://docs.microsoft.com/en-us/dax/totalmtd-function-dax