YTD Formulas

ian-martin

I am having issues trying to create a column that outputs the year-to-date sum of another column. I am not sure if there is a formula that can be applied in the prepare recipe. Has anyone been able to replicate a YTD Column before?

Turribeach

For cumulative sums you can use the Window Recipe:

https://knowledge.dataiku.com/latest/data-preparation/visual-recipes/tutorial-window-recipe-deep-dive.html#compute-cumulative-sums

For YTD you can set the Partition to a column with the Year and Order to your Date column.