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Calculating Year-to-Date (YTD) values in Excel and Power BI involves using various functions, including SCAN for Excel. The SCAN function, though not directly for YTD, can be used creatively in conjunction with other functions. For YTD calculations, a SMART formula can be devised, which also works for financial years. In Power BI, calculating YTD rolling sums involves specific techniques. Additionally, separating the day, month, and year from a date in Excel or any similar software involves using functions like DATEPART or TEXTSPLIT, which are useful for data manipulation and analysis.

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