Please find the attached v10 workbook as an example.
The main calculation is a Quick Table Calculation (YTD Total).
Essentially it is a RUNNING_SUM() over Date / Datetime field
at the view granularity (Year-Quarter in this case) starting over each Year.
Another necessary ingredient (as per your Date filter requirement)
is a Table Calculation Filter (actually, two of them -- for Years and Quarters)
in a form of LOOKUP( MIN([Date]), 0 ). It is computed along Cell, which means that
the filter effectively hides marks on a view, leaving YTD Table Calculations intact.
YTD_Q_Filter_YF.twbx 1.2 MB
Thank you Yuri!