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YTD

Time intelligence

YTD(expr, dateCol)

Accumulates expr from the start of the year through each date bucket (a window SUM partitioned by year). The operand must be additive — a linear combination of Sum/Count aggregates (measure references included; Avg is admitted via sum/count decomposition). Anything else fails with SQX015.

When to use it

Section titled “When to use it”
  • Year-to-date KPI cards and pacing lines — where are we against the year so far?
  • YTD-vs-prior-YTD comparisons: pair with Calculate(…, DateShift(…)) as in the example.

Example

Section titled “Example”
RevenueYTD := YTD([Revenue], Date.Date)


// Ratios: accumulate the parts, then divide
AOVYTD := Divide(YTD([Revenue]), YTD([Orders]))


// Prior-year YTD: wrap in Calculate + DateShift — last year's accumulation
// lands on this year's buckets, ready for YTD-vs-YTD comparisons
RevenueYTDLY := Calculate([RevenueYTD], DateShift(Date.Date, -1, "year"))

YTD([AvgOrderValue]) is rejected — a running sum of per-bucket ratios is silently wrong.

Under the hood

Section titled “Under the hood”

No self-join needed — the accumulation is a nested-aggregate window over the chart’s own buckets:

// On a line chart by month, split by region
RevenueYTD := YTD([Revenue], Date.Date)

The window partitions by the other grouping keys plus the year of the bucketed axis, so each region accumulates independently and resets each January. Missing months simply contribute nothing.

Section titled “Related”
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