Press "Enter" to skip to content

Running Totals in DAX

Alberto Ferrari shows how you can calculate running totals in DAX:

A very common calculation in DAX is the year-to-date calculation (YTD), which aggregates values from the beginning of the year all the way to a certain date. A simple implementation uses the predefined DATESYTD function:

Sales YTD :=
CALCULATE (
[Sales Amount],
DATESYTD( 'Date'[Date] )
)

But click through to see when this function stops being useful and what you should replace it with when it does.