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How to Reference the Value of Account in Other Time Periods

Question

Is there a way to reference the value of an account in a different time period? If so, how can this be done?

Answer

Time modifiers can be used in formulas to reference the value of accounts in a different time periods. These modifiers can be manually entered in formulas or selected in the formula assistant from the Time drop-down selector in Term Modifiers area. For example, ACCT.Expenses[Time=this-1] would reference the value of the Expenses Account in the previous period. Below are the possible choices in the Time modifier drop-down list

  • This – References the value of an account in the same month.
  • This+1 – References the value of an account in the next month. The 1 in this modifier can be changed reference any period in the future.
  • This-1 - References the value of an account in the previous month. The 1 in this modifier can be changed reference any period in the past.
  • This.year – References the fiscal year value of an account. A “-1” or “+1” can be added to the syntax to reference the fiscal year total of the previous year or the next year. For example, [time=this.year-1] would reference the previous fiscal year total of an account. The 1 can also be changed to any number.
  • This.qtr – References the value of an account in this quarter. A “-1” or “+1” can be added to the syntax to reference the total of the previous quarter or the next quarter. For example, [time=this.qtr+1] would reference the account’s total in the next quarter. The 1 can also be changed to any number.
  • 01/2014 – References the value of an account in a specific month and year. The month and year of the modifier can be changed.
  • 2014 – References the value of an account in a specific year. The year can be manually adjusted.
  • Q1-2014 – References the value of the first quarter of the year. The quarter number and year can be manually
  • This-12:This-1 – References the total value of an account for a relative range of periods.  The “12” and “1” can be modified to any number.

Any time modifier can include the beginning time period, followed by a colon (:), followed by the ending time period to reference a range of periods. For example, ACCT.Salaries [time=01/2010:06/2013] would reference the total value of the Salaries Account in January through June of 2010. For periodic accounts (e.g. revenues and expenses,) this formula will sum the 6 time periods. For cumulative accounts (e.g. headcount or balance sheet accounts,) it will return the value from the last time period in the range.

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