YTD

Category: Rollforward & time series

Overview

The YTD function returns year-to-date values by calculating a running sum per year over the lowest available time level. The cumulative sum resets at the start of each new year. Missing periods within a year are filled with the last cumulative value; missing periods at the start of a year are not filled.

Use this function when you want cumulative values within each year that reset at the start of a new year.

Syntax

YTD('Node')

Example usage: YTD('Revenue')

Parameters

Output Shape

Watch Out

• The input must have a time level that is at least as fine as Quarter (Quarter, Month, or finer). Year-level input is not sufficient.
• Missing periods at the start of a year are not filled. For example, if Q1 is missing but Q2 has data, the YTD starts from Q2.
• Missing periods within or at the end of a year are filled with the last cumulative value. For example, if Q3 is missing, Q3 and Q4 carry forward the Q2 cumulative total.
• This function forces the time dimension level links to match the dimension management configuration. Do not use this function if you want the node to have different level links than the dimensions.
• The related functions QTD (Quarter-to-Date), MTD (Month-to-Date), and WTD (Week-to-Date) work the same way but reset at the start of each quarter, month, or week respectively. WTD is only available on projects that use the week dimension.

Examples

YTD with Missing Quarters

This example shows the year-to-date accumulation over quarters, including how missing quarters inside a year are filled with the latest cumulative value while missing quarters at the start of a year are not added.

Input node: Profit

Formula: YTD('Profit')

2025-Q4 was filled with the cumulative sum (600) because Q3 was the last quarter with data. 2026-Q1 is not in the result because it was missing at the start of the year. 2027-Q3 carries forward the Q2 cumulative (220) because Q3 had no input data.

YTD Across Multiple Dimensions

This example shows how YTD behaves across multiple dimensions with gaps within a year, fully empty years, and a broader project horizon.

Input node: ProfitMultiDim

Formula: YTD('ProfitMultiDim')

Project Horizon: 2024 to 2029

Key observations:

• All products keep their first value unchanged; nothing is added before the first data point in each year.
• All periods with at least one value are filled forward until the end of the year.
• Completely empty years are left out (e.g. B for 2027, C for 2026).
• No values for 2028 and 2029 (end of horizon) are added, as these would be new years with no data.

Related Functions