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DAX – TOTALQTD Function

TOTALQTD

Evaluates the value of the expression for the dates in the quarter to date, in the current context.

Syntax:

TOTALQTD(<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

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.

Relationship





Step-3: Now, create a measure to calculate the running total sum for sales.

QTDSales =
TOTALQTD(SUM('Global-Superstore'[Sales]), 'Calendar'[Date])

Step-4: Drag QTDSales measure and Year, Quarter, Month & Day columns from Calendar table & Sales from Global-Superstore table.

TOTALQTD DAX 1

TOTALQTD DAX 1



As you see in above screen shot it returns the running total for Quarter-1 sales. here current quarter months are – JAN, FEB & MAR.

For next Quarter it will start sales summation from the beginning, see below screen shot for Quarter-2.

TOTALQTD DAX 2

TOTALQTD DAX 2

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