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YTD MTD

Hi can any body explain to me ytd ad mtd with example sample data.

1 Solution

Accepted Solutions
jagan
Luminary Alumni
Luminary Alumni

Hi,

MTD - means Month To Date - for today the date range is 1-Apr-2014 to 16-Apr-2014

YTD - means Year To Date - for today the date range is 1-Jan-2014 to 16-Apr-2014

Set Analysis expressions are

MTD:

=Sum({<DateDimensionName={'>=$(=MonthStart(Today()))<=$(=Today())'}>} MeasureName)

YTD:

=Sum({<DateDimensionName={'>=$(=YearStart(Today()))<=$(=Today())'}>} MeasureName)

Hope this helps you.

Regards,

Jagan.

View solution in original post

7 Replies
arulsettu
Master III
Master III

Month-TO-Date(MTD)

In this report data is shown for till date of the current month, for the same date of the previous month, and the same date of the last year of same month.

For Eg : - Today is Mar,26 - so data is shown for Mar,2013(Till 26) , Feb,2013(till 26), Mar,2012(till 26)

Year - To-Date(YTD)

In this report data is shown from the begining of the month to the till date of current month and same for the previous months.

For Eg:- Today is Mar,26 - so data is shown from Jan,2013 to Mar,2013(Till 26) and From Jan,2012 to Mar,2012(Till 26).

anbu1984
Master III
Master III

Not applicable
Author

YTD (Year To Date):

Year To date means starting from the start of the year till date.

Like Today is 16-Apr-2014 So it will consider from 1-Jan-2014 till 16-Apr-2014.

MTD (Month To Date):

Month To date means starting from the start of the month till date.

Like Today is 16-Apr-2014 So it will consider from 1-Apr-2014 till 16-Apr-2014.

Hope this will help you..!

jagan
Luminary Alumni
Luminary Alumni

Hi,

MTD - means Month To Date - for today the date range is 1-Apr-2014 to 16-Apr-2014

YTD - means Year To Date - for today the date range is 1-Jan-2014 to 16-Apr-2014

Set Analysis expressions are

MTD:

=Sum({<DateDimensionName={'>=$(=MonthStart(Today()))<=$(=Today())'}>} MeasureName)

YTD:

=Sum({<DateDimensionName={'>=$(=YearStart(Today()))<=$(=Today())'}>} MeasureName)

Hope this helps you.

Regards,

Jagan.

rajat2392
Partner - Creator III
Partner - Creator III

MTD- Month To Date

It is the analysis till the date for a particular month that is selected for current year and last year or the year selected and its previous year. If you have provided a date filter also so till that date it will calculate. For ex--

You have selected Month as April and year as 2014, as today is 16, April, so from 1, Apr 2014 - 16, Apr 2014 is compared with 1, Apr 2013 - 16, Apr 2013.

YTD- Year To Date

It is the analysis till the date for a particular Year and Month that is selected with the til same month of last year. For ex--

You have selected Month as March and year as 2014, so from 1, Jan 2014 - 31, Mar 2014 is compared with 1, Jan 2013 - Mar 2013.

MK_QSL
MVP
MVP

YTD = Year To Date...

Dimension = Customer

Expression

SUM({$<InvoiceDate = {">=$(=YearStart(Today())) <=$(=Today())"}>}Sales)

MTD = Month To Date

Dimension = Customer

Expression

SUM({$<InvoiceDate = {">=$(=MonthStart(Today())) <= $(=Today())"}>}Sales)

Not applicable
Author

MTD:

summation of (from start of the month to today) measure

=Sum({<DateDimension={'>=$(=MonthStart(Today()))<=$(=Today())'}>} Measure)

YTD:

summation of (from start of the year to today) measure

=Sum({<DateDimension={'>=$(=YearStart(Today()))<=$(=Today())'}>} Measure)