Date.IsInYearToDate

Date

Returns true if the date falls between January 1 of the current year and today (inclusive).

Syntax

Date.IsInYearToDate(dateTime as any) as logical

Parameters

Name	Type	Required	Description
`dateTime`	`any`	Yes	A date, datetime, or datetimezone value to test.

Return Value

logical — true if the date falls from January 1 of the current year through today, false otherwise.

Remarks

Date.IsInYearToDate returns true if the input date falls between January 1 of the current year and today's date (inclusive), as determined by DateTime.LocalNow(). This differs from Date.IsInCurrentYear, which includes the entire year including future dates. Use this function for YTD metrics where you only want to compare the portion of the year that has elapsed.

This is a critical distinction for YTD vs. full-year comparisons. Date.IsInCurrentYear would include all of April through December even in March, while Date.IsInYearToDate stops at today. Always prefer Date.IsInYearToDate when computing KPIs against a YTD target.

The function is re-evaluated on each query refresh. In cloud environments (Power BI Service, Dataflows), "today" is determined by the server's UTC clock, which may cause YTD to cut off at a different point than your local time. For timezone-accurate YTD calculations, compute the boundary explicitly using DateTimeZone.LocalNow() and compare dates directly.

Examples

Example 1: Filter year-to-date sales

Table.SelectRows(
    Sales,
    each Date.IsInYearToDate([OrderDate])
)

Result

	OrderID	OrderDate
1	38	1/10/2026
2	40	2/20/2026
3	42	3/8/2026

Example 2: Compare YTD vs. full current year flags

Table.AddColumn(
    Table.AddColumn(
        Sales,
        "IsCurrentYear", each Date.IsInCurrentYear([OrderDate]), type logical
    ),
    "IsYTD", each Date.IsInYearToDate([OrderDate]), type logical
)

Result

	OrderID	OrderDate	IsCurrentYear	IsYTD
1	38	1/10/2026	TRUE	TRUE
2	42	3/8/2026	TRUE	TRUE
3	45	6/15/2026	TRUE	FALSE

Example 3: YTD total revenue

let
    YTDSales = Table.SelectRows(Sales, each Date.IsInYearToDate([OrderDate])),
    TotalRevenue = List.Sum(
        Table.AddColumn(YTDSales, "Revenue", each [UnitPrice] * [Quantity], type number)[Revenue]
    )
in
    #table(type table [Metric = text, Value = number], {{"YTD Revenue", TotalRevenue}})

Applied Steps

The final output — a single-row table labeling the YTD revenue total.

	Metric	Value
1	YTD Revenue	100

Compatibility

✓ Power BI Desktop✓ Power BI Service✓ Excel Desktop✓ Excel Online✓ Dataflows✓ Fabric Notebooks