DAX – TOTALMTD Function

Evaluates the value of the expression for the month to date, in the current context. It 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 the “MTDSales” measure as well as the “Year” and “Month” columns from the Calendar table, and also the “Sales” column from the Global-Superstore table.

As you can observe in the screenshot above, it returns the month running total for January Month sales, and for next month it will start sales summation from the beginning.

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