Marco Russo recommends against using the TOTALYTD
function in DAX:
You have been warned. I don’t like the code above. If you want to apply filters, use CALCULATE. Maybe the code written using CALCULATE is verbose and boring, but it’s easier to read. If you are looking for an enjoyable reading for your free time, you can choose a novel rather than playing with an obscure DAX syntax.
So, why writing a blog post about this? The reason is that TOTALYTD has the ability to accept a scalar value as an argument instead of (or after) the filter. This is the same additional optional parameter accepted by DATESYTD in case the fiscal year does not end on December 31st. The problem is that the third argument of TOTALYTD is a filter if you use a predicate or a table expression, and it’s a marker for end of year in case it’s a scalar value. Confusing enough? Ok, let me present some example.
Read the whole thing.