0
0
Power BIbi_tool~10 mins

TOTALYTD, TOTALQTD, TOTALMTD in Power BI - Cell-by-Cell Formula Trace

Choose your learning style9 modes available
LearnWhyDeepSheetTryChallengeScenarioRecallDash
Sample Data

Sales data by date for the year 2024

CellValue
A1Date
B1Sales
A22024-01-10
B2100
A32024-02-15
B3150
A42024-03-20
B4200
A52024-04-05
B5250
A62024-04-25
B6300
Formula Trace
TOTALYTD(SUM(Sales), Date)
Step 1: SUM(Sales) for dates up to 2024-04-25
Step 2: TOTALYTD(SUM(Sales), Date)
Cell Reference Map
    A          B
1 | Date     | Sales |
2 |2024-01-10|  100  |
3 |2024-02-15|  150  |
4 |2024-03-20|  200  |
5 |2024-04-05|  250  |
6 |2024-04-25|  300  |

Formula references Sales (B2:B6) and Date (A2:A6)
The formula uses the Date column to determine the year-to-date range and sums the Sales values in that range
Result
    A          B       C
1 | Date     | Sales | YTD  |
2 |2024-01-10|  100  | 100  |
3 |2024-02-15|  150  | 250  |
4 |2024-03-20|  200  | 450  |
5 |2024-04-05|  250  | 700  |
6 |2024-04-25|  300  | 1000 |
The YTD column shows the running total of sales from the start of the year up to each date, calculated by TOTALYTD
Sheet Trace Quiz - 3 Questions
Test your understanding
What does TOTALYTD(SUM(Sales), Date) calculate?
ASum of sales from the start of the year to the current date
BSum of sales for the current quarter only
CSum of sales for the current month only
DSum of all sales regardless of date
Key Result
TOTALYTD sums values from the start of the year to the current date based on a date column