I have been experimenting with this, and I think what you want might not actually be possible using the VA expression editor.   The "Year to Date  Growth" calculation is actually to compare the Year-over-year growth of the YTD sum. It does not compare to the value of the first month in the current fiscal year.    The following will give you the YTD value based on April as the fiscal year start: CumulativePeriod(_Sum_, 'Product Sale'n, IgnoreAllTimeFrameFilters, 'Transaction Month'n, Inferred, Inferred, 0, 4, Full)   But I don't think there is a good way to get the YTD value as a percentage from month to month. You could pre-calculate these values as part of your data preparation.   The expression builder in general and handling of date values specifically are focuses for the VA dev team and we hope to expand on the functionality in the future.   Sam ... View more