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When To Use The (+) And (-) Syntax When Referencing A Level In A Formula

This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release. 

Question

What does the (+) and (-) syntax mean when used in a formula level reference?

Answer

If the chosen level modifier in a formula is a parent level, you have the choice to include data from the level and all levels underneath it, or just the level itself.

  • Use the (+) syntax when you need the data for all levels that roll up to the parent level, including the parent (only) level.
  • Use the (-) syntax when you need to reference data at the parent level (only), the (-) indicates NOT to roll up the values.