Accumulate calculation
The detailed planning Accumulate calculation sums individual values across a specified time range. A typical application is to annualize individual monthly amounts.
Parameters
- Function provides the following options:
Accumulate
The calculation aggregates values over a specified number of time periods. The result is the current period (source) value plus the result from the prior period. For the first time period in the scenario, the result is the current period (source) value.
Store in All Periods
The calculation adds together values for a specific time series and then stores the result in each time period defined in the calculation timings.
Store in Last Period Only
The calculation adds together values for a specific vector and then stores the result in the last time period before the calculation resets. If the calculation doesn't reset, then the result is stored in the last period of the calculation.
- Source value: To enter a numeric value, select Value; selecting any the other options presents a list of the currently defined objects of that type. The options are Value (To allow end users to edit the amount, turn on Adjustable), Attribute, Calculation, Global Vector.
- Reset after: Accommodates multi-year calculations where it is necessary
to reset the formula at the beginning of the year or quarter. In multi-year
plans involving non-calendar fiscal years, it may be necessary to reset
either on the last month of a calendar or fiscal year. The options are:
- Do not reset data
- Last period of calendar year
- Last period of fiscal year
- Last period of fiscal quarter
Examples
Function = Accumulate, Reset after = Last period of calendar year
| Jan2017 | Feb2017 | ... | Dec2017 | Jan2018 | Feb2018 | Mar2018 | |
|---|---|---|---|---|---|---|---|
| Source value | 10,000 | 10,000 | 10,000 | 10,000 | 10,000 | 10,000 | |
| Calculation Result | 10,000 | 20,000 | 120,000 | 10,000 | 20,000 | 30,000 |
Function = Accumulate, Reset after = Last period of calendar year
| Jan2017 | Feb2017 | ... | Dec2017 | Jan2018 | Feb2018 | Mar2018 | |
|---|---|---|---|---|---|---|---|
| Source value | 10,000 | 10,000 | 10,000 | 10,000 | 10,000 | 10,000 | |
| Calculation Result | 10,000 | 20,000 | 120,000 | 10,000 | 20,000 | 30,000 |
Function = Store in All Periods
This example compares the result of Reset after = Do not reset data, with Reset after = Last period of the calendar year.
| Dec | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Source value | 4,000 | 5,000 | 5,000 | 5,000 | 5,000 | 5,000 | 5,000 | 6,000 | 6,000 | 6,000 | 6,000 | 6,000 | 7,000 |
| Calculation (no reset) | 71,000 | 71,000 | 71,000 | 71,000 | 71,000 | 71,000 | 71,000 | 71,000 | 71,000 | 71,000 | 71,000 | 71,000 | 71,000 |
| Calculation (calendar reset) | 4,000 | 67,000 | 67,000 | 67,000 | 67,000 | 67,000 | 67,000 | 67,000 | 67,000 | 67,000 | 67,000 | 67,000 | 67,000 |
Function = Store in Last Period Only
This example compares the result of Reset after = Do not reset data, with Reset after = Last period of the fiscal quarter.
| Dec | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Source value | 4,000 | 5,000 | 5,000 | 5,000 | 5,000 | 5,000 | 5,000 | 6,000 | 6,000 | 6,000 | 6,000 | 6,000 | 7,000 |
| Calculation (no reset) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 71,000 |
| Calculation (calendar reset) | 4,000 | 0 | 0 | 15,000 | 0 | 0 | 15,000 | 0 | 0 | 18,000 | 0 | 0 | 19,000 |