Daily DAX : Day 338 TOTALQTD

TOTALQTD DAX Function

The TOTALQTD function in Power BI's DAX (Data Analysis Expressions) calculates the total for a specified expression over the quarter-to-date period based on a date column.

Syntax

TOTALQTD(<expression>, <dates>[, <filter>])

• expression: The calculation to aggregate (e.g., SUM(Table[Sales])).
• dates: A column containing date values.
• filter (optional): A filter expression to apply to the calculation.

Purpose

TOTALQTD returns the cumulative total of an expression from the start of the quarter to the latest date in the current context. It’s useful for financial reporting, sales tracking, or any analysis requiring quarter-to-date metrics.

Use Case

Suppose you have a sales table and want to calculate total sales from the beginning of the current quarter to the selected date in a report.

Example

Table: SalesData

Date	Sales
2025-01-15	1000
2025-02-10	1500
2025-03-05	2000

DAX Measure:

QuarterlySales = TOTALQTD(SUM(SalesData[Sales]), SalesData[Date])

Result: For a filter context of March 5, 2025 (Q1 2025), QuarterlySales returns 4500 (1000 + 1500 + 2000), the total sales from January 1, 2025, to March 5, 2025.

Key Notes

• Requires a proper date table or column for accurate results.
• Resets at the start of each quarter.
• Commonly used in visuals like tables, charts, or KPIs for quarter-to-date performance tracking.