Time aggregation

When two line items have a different time scale, and a formula uses both, values aggregate into the greater time scale. For example, days aggregate into months and months into quarters. This aggregation can also skip levels, so days can aggregate into years.

Values do not aggregate from greater time scales into smaller ones. For example, if x has a time scale of months, and y has a time scale of years, y = x aggregates the monthly values into an annual total. However, x = y returns nothing, as y does not contain a value for each month.

You can also use functions such as HALFYEARVALUE, MONTHVALUE, QUARTERVALUE, WEEKVALUE, YEARVALUE, or SELECT to aggregate values into different time scales.

The table below contains data with a Time Scale of Year. The module is named Annual Data, and the line item is named Annual revenue.

The table below contains data with a Time Scale of Month. It also contains a number of line items that show how you can use different functions to aggregate values into different time scales. However, as each cell is calculated separately, it's often more efficient to use a line item with the time scale required.

The Years into monthly time scale line item returns a value of 0. This is because values with a Time Scale of Year cannot be aggregated into a Time Scale of Month.