Month to Date (MTD), Quarter to Date (QTD), and Year to Date (YTD) aggregations are arguably the most common aggregation functions performed on transactional data over time periods. The calculations implicitly include a business context to the end user because the user understands the start and end of the period that is used within the calculation. Consider the phrase Year to Date. Within this term, we assume an aggregation of periods in the current year to the current date. But without an understanding of when the year starts (or ends), the term is meaningless.
This recipe looks at how to build these to-date measures within a tabular model.
This recipe follows from the prior recipe Calculating running totals – totals to date, and assumes that the workbook from that recipe is completed.