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Quarter to Date

Part of the Time Intelligence section of Coddy's Power BI journey. Lesson 8 of 17.

TOTALQTD: from the start of the quarter. TOTALMTD: from the start of the month.

Revenue QTD = TOTALQTD([Revenue], Dates[Date])

May 2025 adds up April and May; July starts again.

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Challenge

Write Revenue QTD: Revenue from the start of the quarter to the end of each row. It is checked for each month of each year.

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All lessons in Time Intelligence

1Dates and Calendars

The Date TableCounting DaysWeekdays and WeekendsFirst and Last DatesRecap - Revenue per Day

2Totals That Grow

Year to DateDATESYTD Inside CALCULATEQuarter to DateRunning TotalRecap - Customers So Far

3Comparing Periods

Same Period Last YearGrowth Year over YearThe Month BeforeMonth over Month GrowthThe Last 7 DaysThe Last 3 MonthsRecap - Year to Date Growth