• OK, I've solved it myself. In the interests of sharing this with anyone else facing the same problem here is what was going wrong.

    I was trying to create the YTD calculation as a row level function, where it should of course be an aggregate function and therefore be entered at the bottom of the table rather than in a row.

    So my function is something similar to: =TOTALYTD(sum([Amount]);'Dates'[Date])