Calculations for cumulative values
Planning Business Modeler automatically includes business rules that aggregate account values in financial models. However, by using the templates in this category, you can also create aggregation rules for other kinds of models.
In This Section
- Year to date template
Calculates the cumulative activity in an account from the start of the calendar or fiscal year to the current period.
- Half-year to date template
Calculates the cumulative activity in an account from the start of the calendar half year to the current period.
- Trimester to date template
Calculates the cumulative activity in an account from the start of the trimester to the current period.
- Quarter to date template
Calculates the cumulative activity in an account from the start of the calendar or fiscal quarter to the current period.
- Month to date template
Calculates the cumulative activity in an account from the start of the month up to the current period.
- Moving average template
Calculates the moving average of the balances in an account over a specified number of periods.
- Moving total template
Calculates the moving total of the balances in an account over a specified number of periods.
Related Sections
- Predefined templates for general business rules
Describes the elements of a predefined rule template.
- Filling a placeholder in a rule template
Provides step-by-step instructions for filling the placeholders in a rule template.
- Script to create dimension members for rule templates
Provides reference information about a script that Planning Server includes in order to create dimension members that are required by predefined templates.