QUARTERTODATE accumulates values from a single numeric parameter, within a quarterly time range.
You could use QUARTERTODATE to compare orders received this quarter with the orders from previous quarters, up to and including the same day. QUARTERTODATE resets at each quarterly interval.
QUARTERTODATE(Line item to aggregate)
Arguments
| Argument | Data Type | Description |
| Line item to aggregate | Number | The line item to aggregate in a quarterly timeframe. |
The QUARTERTODATE function returns a number.
Syntax example
QUARTERTODATE(Sales)
In the example below QUARTERTODATE cumulates sales for each quarter.
| Jan 2021 | Feb 2021 | Mar 2021 | Apr 2021 | May 2021 | Jun 2021 | |
| Sales | 88,425 | 92,680 | 91,368 | 86,328 | 97,763 | 94328 |
QUARTERTODATE(Sales) | 88,425 | 181,105 | 272,473 | 86,328 | 184,091 | 278,419 |
Constraints
The line item that contains the QUARTERTODATE function must have a Time Scale of Day, Week, or Month.
Calculation engine functionality differences
In Polaris, you can use the QUARTERTODATE function with line items with a time scale of Quarter. In the Classic Engine, you cannot.
In Polaris, you cannot use QUARTERTODATE in formulas of line items with a formula summary method. In the Classic Engine, you can.
