1. Calculation functions
  2. Functions
  3. Time Aggregation

Where two line items each have a different timescale, and one refers to the other in a formula, then days will aggregate into months, months aggregate into quarters, and quarters aggregate into years.

You can choose to skip levels: days could aggregate directly into years if required.

If line item X has a timescale of Months and line item Y has a timescale of Years, then 

Y=X
will return the year total. However;
X=Y
will return nothing because Y contains no corresponding value for each month.

Formulas using the WEEKVALUE, MONTHVALUE, QUARTERVALUE, YEARVALUE or SELECT functions can be set up to return the result required.

For example, if X is in Months and Y is in Years:

Y - Years = Month Data
 Result takes the relevant time total from Month Data, when Month Data has a more detailed timescale than Y - Years. 
X - from X in Time Aggregation - Year
 Shows a blank, unless Summary Method is set to Formula, in which case it will show the value Y in the year totals only (highlighted). 
X = YEARVALUE(Y)
 Will show the value of Y in each month. 
X = YEARVALUE(Y)/12
 Will allocate the value of Y evenly over months. 
X = YEARVALUE(Y) * Seasonality%
 Will allocate Y according to a seasonality percentage (not shown). 
X = Y[SELECT:Time.FY11]
  • Will show the value of Y for a specific year (not shown).
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    Remember! When you use any of the time functions, such as WEEKVALUE or MONTHVALUE, the value returned depends on the Summary method set for the source line item.