YEARTODATE cumulates values from a single numeric parameter, within a yearly time range. YEARTODATE resets at each yearly start date, based on Calendar Type.
You could use YEARTODATE to compare sales from the same period of another year.
YEARTODATE(Line item)
Arguments
| Argument | Data Type | Description |
| Line item to cumulate | Number | The line item to cumulate in a yearly timeframe. |
The YEARTODATE function returns a number.
Syntax example
YEARTODATE(Sales)
Constraints
- The Time Scale of source must be Day, Week, Month, Quarter, or Half-Year.
- This function cannot be used if model Calendar Type is Weeks: General.
Calculation engine functionality differences
In Polaris, you can use the YEARTODATE function with line items with a time scale of Year. In the Classic Engine, you cannot.
In Polaris, you cannot use YEARTODATE in formulas of line items with a formula summary method. In the Classic Engine, you can.
Example
The example below shows YEARTODATE applied to sales, in half year increments.
| H1 FY18 | H2 FY18 | H1 FY19 | H2 FY19 | H1 FY20 | H2 FY20 | H1 FY21 | H2 FY21 | |
| Sales | 78,545 | 63,239 | 67,883 | 72,045 | 84,671 | 69,229 | 76,532 | 67,807 |
YEARTODATE(Sales) | 78,545 | 141,784 | 67,883 | 139,928 | 84,671 | 153,900 | 76,532 | 144,339 |
