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New DAX Expression for TOTALPTD (Period to Date)

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Adam Lowes on 17 Jan 2023 10:26:48

A new DAX measure that would allow Calculation to Dates for custom month start dates


Similar to how TOTALYTD has a year end date option, the TOTALPTD would be for rolling months (or periods), see below:


TOTALPTD ( SUM ( 'Data'[Sales] ), 'Calendar'[Date], "26" )


This would allow Month to Date Calculations for companies that don't use the standard Month Start - Month End calendar


The above example uses a custom month start date of the 26th of 1 month to the 25th of the following month