Revenues Year_To_Date (Historical) Formula in Excel

Welcome to this comprehensive guide on the Revenues Year_To_Date (Historical) formula in Excel with MarketXLS. Use this function to quickly retrieve the year-to-date revenues (YTD) for a specified company symbol, helping you stay informed of a company's performance and trends. In this documentation, you'll find syntax, parameters, examples, and practical tips to effectively utilize this function.

Understanding Revenues Year_To_Date (Historical)

• The Revenues Year_To_Date (Historical) formula provides total revenue since the start of a specified year.
• It’s useful for analysts, investors, and accountants to monitor a company's performance YTD.
• Helps compare actual revenue earnings with forecasts or track progress within a specific year or quarter.

? Pro Tip: Combining this function with other MarketXLS functions (like the Cost of Revenue or Gross Profit formulas) can provide a more holistic view of a company’s financials.

Syntax and Parameters

Below is the syntax for using the Revenues Year_To_Date (Historical) formula in Excel:

=hf_Revenues_Year_to_Date(Symbol, year, [quarter], [TTM])

?? Note: If Symbol is invalid or your license is not valid for the function, the formula returns "NA".

Return Value

• Typically returns a numeric value representing the YTD revenue.
• Returns "NA" if the data is unavailable or if an error occurs.

Examples and Usage

Here are some practical ways to use the Revenues Year_To_Date (Historical) formula in Excel:

1. Year-to-Date Revenue for a Specific Year

   =hf_Revenues_year_to_date("MSFT", "2022")

   Retrieves MSFT’s revenue for the entire year 2022 up to the most recent data.

2. Year-to-Date Revenue for Specific Quarter

   =hf_Revenues_year_to_date("MSFT", "2022", 2)

   Shows the cumulative revenue up to quarter 2 of 2022.

3. Trailing Twelve Months from a Quarter

   =hf_Revenues_year_to_date("MSFT", "2022", 3, "TTM")

   Highlights the trailing twelve months of revenue ending in Q3 of 2022.

4. Last Quarter or Last Year References
   » Last Quarter

   =hf_Revenues_year_to_date("MSFT", "lq")

   » Last Quarter minus one

   =hf_Revenues_year_to_date("MSFT", "lq-1")

   » Last Year

   =hf_Revenues_year_to_date("MSFT", "ly")

   » Last Year minus one

   =hf_Revenues_year_to_date("MSFT", "ly-1")

   » Last 12 Months

   =hf_Revenues_year_to_date("MSFT", "lt")

   » Previous Last 12 Months

   =hf_Revenues_year_to_date("MSFT", "lt-1")

? Pro Tip: You can also reference cells containing the symbol or year values:
• Cell reference for symbol ? =hf_Revenues_year_to_date(A2, "2022")
• Cell reference for year ? =hf_Revenues_year_to_date("MSFT", A3)

Common Questions

1. What if I see “NA” returned by the formula?

   • Verify that the symbol is correct (e.g., “MSFT” instead of “MSF”).
   • Ensure your MarketXLS license covers this function.

2. Does this function work for any type of symbol?

   • Yes. You can use equity tickers, indices (e.g., "^SPX"), options (e.g., "@MSFT 110122C00020000"), and even crypto (e.g., "BTCUSD:DEFAULT").

3. Can I use this formula for historical analysis beyond one year?

   • Yes. Use references like "ly-1", "lq-1", or "lt-1" to retrieve data from past years or quarters.

4. Are there any performance considerations for large datasets?

   • Repeated calls to external data might reduce performance in large spreadsheets. Consider using fewer calls with references to store results in intermediate cells.

For more details, see related historical fundamental functions:

• Revenue (Historical)
• Cost Of Revenue (Historical)
• Gross Profit (Historical)
• R & D Expenses (Historical)
• Selling General and Administrative Expense (Historical)

These can all be used alongside the Revenues Year_To_Date (Historical) formula to gain deeper financial insights into any company.