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      2dYTD
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      2dYTD

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      Article summary

      2dYTD

      Adds the current row to the cumulative total and resets when the year changes

      1. Adds the current row to the running total (TD)
      2. If the year of the date-time field changes (eg from 2019 to 2020), resets the sequence to the running total to be the current row (Y)
      3. Resets the sequence when dimension 1 changes (2d)

      Purpose

      Use this function to: 

      • Calculate YearToDate, where data needs to be grouped by another dimension and sequence needs to reset when the year changes

      Calculation

      2dYTD= sum(RowX:Row0)

      RowX= current row
      Row0 = first row in the sequence

      Sample Result

      Parameters

      ParameterDescription
      DimensionsDiscrete field(s).    All fields must come from the same table.
      NameName to be displayed as Column Header in result grid
      Measure

      The field to be used in the post-function calculation.

      • Must be numeric if Function is anything other than COUNT.
      • Must come from same table as DIMENSIONS.
      • Supports Discrete or Continuous DataTypes.
      FunctionCOUNT / SUM / AVG / MIN / MAX / STDEV
      Post2dYTD
      Value

      Optional.   Filter to apply when evaluating FUNCTION.   Only records in the Filter Recordset will be included in the Function and Post-Function calculations.

      Must come from same table as DIMENSION/MEASURE or be linked to the Dimension table.

      Axis0 / 1.    Y-Axis to use when plotting graph.     Default = 0
      PlotY / N.   Specifies whether measure’s output column should be plotted on graph.  Default = Y
      ResolveOptional.   Resolve level for the measure.   If blank, Resolve = Dimension Table
      Series Type

      Default / Bar / Stacked Bar / Line / Spline / RangeLow / RangeHigh / CSLow / CSHigh / CSOpen / CSClose

      Determines the graph style for the measure.

      PopupDefault / None / Extended
      Prefix$ / £ / E / %


      Usage Notes

      Requires 2 dimensions, of which one must be a date-time field or be a numeric sequence containing a valid YYYY format

      Sort order is important:  Ascending / Descending Label / Value 

      Example

      NOTE: Measure 1 is included purely for illustration. It is not necessary to include this measure for the calculation to work.


      Example use: Calculating Year To Date, grouped by Product Group

      Dimension: [transaction].[product_group], [transaction].[yearmonth]

      Measure 1

      • Name: = Sum Sales
      • Measure:  = [transactions].[castprice]
      • Function: = Sum
      • Post: =
      • Value: =
      • Axis: =0
      • Plot:=Y
      • Resolve:=
      • Series Type:=Default
      • Popup:=Default
      • Prefix:=

      Measure 2

      • Name: = Sales to Date for Year
      • Measure:  =[transactions].[castprice]
      • Function: =sum
      • Post: =2dYTD
      • Value: =
      • Axis: =0
      • Plot:=Y
      • Resolve:=
      • Series Type:=Default
      • Popup:=Default
      • Prefix:=




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