We've added a highly requested function! Calculating year-to-date (YTD) or quarter-to-date (QTD) amount in actuals is now easier than ever. No more complex workarounds — just a simple, intuitive function to get the YTD or QTD totals you need.

How does it work?

We’ve added a new optional parameter to the CUMSUM formula, allowing you to calculate the running total from the start of the year or quarter up to the current month.

How to use it:

• CUMSUM (measure, yearly) FROM DATASET or CUMSUM (measure, quarterly) FROM DATASET
• CUMSUM (variable, yearly) or CUMSUM (variable, quarterly)

Currently, this function is available for actuals formulas, but we’ll be enabling it for version formulas very soon. Stay tuned!

For more details, check out our guide in the Academy: Link.