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)

ArgumentData TypeDescription
Line item to
aggregate 
Number The line item to aggregate in a quarterly timeframe.

The QUARTERTODATE function returns a number.

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.

QUARTERTODATE(Sales)

In the example below QUARTERTODATE  cumulates sales for each quarter. 


Jan
2021
Feb
2021
Mar
2021
Apr
2021
May
2021
Jun
2021
Sales88,425 92,680 91,36886,328 97,76394328
QUARTERTODATE
(Sales)
88,425181,105272,47386,328184,091278,419

The line item that contains the QUARTERTODATE function must have a Time Scale of Day, Week, or Month.