We've simplified the work to calculate to-date values for your variance analysis. Add "TD" or "YTD" to your Time headers to return the to-date value.
Set up your Headers and Fetch
1. Build (or select) a range, with Time dimensions used as row or column headers.
2. Edit one of the Time dimensions to include a To-Date header (see supported syntax below).
3. Fetch data to your sheet.
Using TD or YTD will sum all months with data using the most recent balance sheet values. Formulas and rollups will not be recalculated to include partial sets of balance sheet values.
Note: Include at least one normal time dimension in the selected range.
Syntax
The following syntaxes can fetch the to-date data of a given time dimension - swap the "__" with a valid period, e.g., Jun-20 TD or YTD Apr-18.
- __ TD
- __ YTD
- __TD
- __YTD
- __-TD
- __-YTD
- TD __
- YTD __
- TD__
- YTD__
- TD-__
- YTD-__