DAX – TOTALMTD Function

Evaluates the value of the expression for the month to date, in the current context. It’s comes under Time Intelligence Dax function category.

Syntax:

TOTALMTD(<expression>,<dates>,<filter>)

Description:

S no.	Parameter	Description
1	expression	An expression that returns a scalar value.
2	date	A column that contains dates.
3	filter	(optional) An expression that specifies a filter to apply to the current context.

So, Let’s start with an example, download the sample Dataset from below link

• Global Super Store Dataset

Step-1: Create a calendar table to using existing dataset “Order Date” column.

Go to Modeling Tab > Click to table icon & write below DAX

Calendar = 
CALENDAR(MIN('Global-Superstore'[Order Date]), 
MAX('Global-Superstore'[Order Date]))

Step-2: After that create a relationship between both table.

Step-3: Now, creates a measure to calculate the ‘month running total’ or ‘month running sum’ for sales.

MTDSales =
TOTALMTD(SUM('Global-Superstore'[Sales]), 'Calendar'[Date])

Step-4: Drag MTDSales measure and Year, Month column from Calendar table & Sales from Global-Superstore table.

As you see in above screen shot it returns the month running total for January Month sales & for next month it will start sales summation from the beginning.

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