If you want to add a flag to your script, it could look like
-1 * InQuarterToDate(DATE#([Policy Inception Date],'DD-MMM-YY'), today(), 0 ) as IsQTD,
-1 * InQuarterToDate(DATE#([Policy Inception Date],'DD-MMM-YY'), today(), -1 ) as IsPrevQTD,
In any expression, you could use something like sum(IsQTD * Value) to sum only the values linked to dates within this QTD.
Alternatively, instead of using flags in the script, you could do the QTD etc. calculation in the front end, using set analysis. If you are interested in this (it looks difficult at first glance, but it's not, if you get used to it and it is quite powerful), please have a look in the Help or manual and search the forum. I also found this quite useful:
Hope this helps,
Thank you for the help. The two links were particularly helpful. I have the QTD working correctly now.
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