In this blog post, we will discuss how to calculate Month to Date (MTD), Quarter to Date (QTD), Year to Date (YTD), and Running Total in SQL Server. These calculations are commonly used in financial and stock analysis.

Calculating MTD

To calculate MTD, we need to sum the values for the current month up to a specific date. We can achieve this by using the SUM function and a WHERE clause to filter the data based on the current month and the desired date. Here is an example:

SELECT SUM(Value) AS MTD
FROM YourTable
WHERE DATEPART(MONTH, DateColumn) = DATEPART(MONTH, GETDATE())
AND DateColumn <= GETDATE()

This query will return the sum of the values for the current month up to the current date.

Calculating QTD

To calculate QTD, we need to sum the values for the current quarter up to a specific date. We can achieve this by using the SUM function and a WHERE clause to filter the data based on the current quarter and the desired date. Here is an example:

SELECT SUM(Value) AS QTD
FROM YourTable
WHERE DATEPART(QUARTER, DateColumn) = DATEPART(QUARTER, GETDATE())
AND DateColumn <= GETDATE()

This query will return the sum of the values for the current quarter up to the current date.

Calculating YTD

To calculate YTD, we need to sum the values for the current year up to a specific date. We can achieve this by using the SUM function and a WHERE clause to filter the data based on the current year and the desired date. Here is an example:

SELECT SUM(Value) AS YTD
FROM YourTable
WHERE DATEPART(YEAR, DateColumn) = DATEPART(YEAR, GETDATE())
AND DateColumn <= GETDATE()

This query will return the sum of the values for the current year up to the current date.

Calculating Running Total

To calculate the running total, we can use the SUM function with the OVER clause. The OVER clause allows us to define a window of rows over which the calculation will be performed. Here is an example:

SELECT DateColumn, Value, SUM(Value) OVER (ORDER BY DateColumn) AS RunningTotal
FROM YourTable

This query will return the running total of the values, ordered by the date column.

By using these calculations, you can analyze your data in a more meaningful way and gain insights into trends and patterns.

Thank you for reading this blog post. We hope you found it helpful in understanding how to calculate MTD, QTD, YTD, and Running Total in SQL Server.