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What is the difference between the YTD and Annual functions? 

Mon December 08, 2014 04:28 PM

Question

What's the difference between the YTD function and the Annual function? I don't see a difference.

 

Applies To

R11.x  and greater

 

Answer

The differences between the YTD function and the Annual function are somewhat minor. The real difference is that YTD shows the value in all months leading up the the current month whereas the Annual function shows value for the full year ( fiscal or calendar) in a static form no matter what time period the viewer is currently looking.

 

Tips

  • The Annual function is most useful when using a KPI module as it provides a static full year view.
  • Customers who load data as the year progresses on a month by month basis will not see a difference in YTD vs Annual when viewing the current month.
  • The Annual function can also be used to specify a given year as well. For instance, you can display full year value for the previous year in a KPI or other report component.

 

More Information

 

Annual Syntax:

Annual(metric[,delta[,type]])

 

metric

A metric in the same table. The function returns the sum of this metric for entire year.

 

delta

The number of years to look forward or backward if delta is negative. If not specified, delta defaults to 0.

 

type

Codes indicating fiscal year or calendar year:

  • FY = Fiscal Year (Use for 445 variant and 13 period calendar projects)
  • CY = Calendar Year (Use for Gregorian calendar projects only)

If not specified, type defaults to FY.

 

YTD Syntax

YearToDate(column)

 

column

Specifies the metric to sum.

 

Return type

Number

 

Example

The following example returns the year-to-date value of the Cost metric.

=YearToDate(Cost)






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Comments

Debbie Hagen
Fri September 08, 2017 06:15 PM

Thanks Michelle! 

Tagging my ID (Instructional design) teammates to see if they can fit it in a future class. 

@Shannon Wallner, @Jesse Sharp;@Rebekah Caroway; @Alison Pumma


#TBMStudio

Apptio Community Member
Fri September 08, 2017 04:53 PM

How to get around the issue when the Annual Function returns the YTD Amount:

 

From Above:

Customers who load data as the year progresses on a month by month basis will not see a difference in YTD vs Annual when viewing the current month.

 

To Resolve this create a new metric as follows:

Annual Cost==IF(Elapsed(GETINFO("project.effectiveStartDate"),CurrentDate())<28857601,(YearToDate(Cost)/(getInfo("project.fyMonthIndex")+1)*12),PreviousYear(Cost))

 

 

Where 28557601 is the Epoch date between your project start and the current date()

 

 

@Debbie Hagen  Good topic to add to a class!


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