MarketXLS

Revenues Year To Date (Historical)

Returns the cumulative revenues from the beginning of the fiscal year through the specified quarter from historical financial statements.

Parameters

Parameter Required Description
Symbol Yes Stock ticker symbol (e.g., AAPL, MSFT)
Year Yes Fiscal year (e.g., 2023) or period code (lq, ly)
Quarter No Calendar quarter 1-4, defaults to 1
TTM No Set to "TTM" for trailing twelve months

Period Codes

Code Meaning
lq Last reported quarter
lq-1 One quarter before last
ly Last fiscal year
ly-1 One year before last
lt Last trailing twelve months

Notes

  • Values are in the company's reporting currency (usually USD)
  • Data is sourced from SEC filings and company reports
  • Year-to-date accumulates from Q1 through the specified quarter

Syntax

=hf_Revenues_year_to_date(Symbol, Year, [Quarter], [TTM])
Excel Desktop (Windows)

Parameters

symbolstringRequired

Stock ticker symbol

yearstringRequired

Fiscal year or period code

quarterstring

Calendar quarter (1-4)

TTMstring

Set to 'TTM' for trailing twelve months

Returns

number

Revenues year to date value in company's reporting currency

Examples

=hf_Revenues_year_to_date("AAPL", 2023, 4)
Full year 2023 revenues
=hf_Revenues_year_to_date("MSFT", "ly", 2)
Last year Q1+Q2 revenues
=hf_Revenues_year_to_date("GOOGL", 2022, 3, "TTM")
TTM through Q3 2022
=hf_Revenues_year_to_date(A1, B1, C1)
Cell references

When to Use

  • Tracking cumulative revenue progress through the year
  • Year-over-year YTD revenue comparisons
  • Financial modeling requiring YTD figures
  • Analyzing revenue growth trajectory

When NOT to Use

Scenario Use Instead
Need single quarter revenue hf_Revenue()
Need current revenue estimate Revenue()
Need annual revenue only hf_Revenue() with full year

Common Issues & FAQ

Why am I getting "NA"?

Check that:

  • Symbol is valid US stock ticker
  • Year is in correct format (2023 or "ly")
  • Quarter is 1-4

What currency are values in?

Values are in the company's reporting currency, typically USD for US companies.

How is YTD calculated?

It accumulates revenues from Q1 through the specified quarter.

Related Formulas

More MarketXLS Historical Fundamentals formulas you can use in the same worksheet:

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MarketXLS Excel Add-in Tutorial - How to Use Revenues Year To Date (Historical) and Other Financial Formulas
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