Calculation types

Calculation	Description
Accumulate	Sums individual values across a specified time range. A typical application is for annualizing individual monthly amounts.
Anniversary increase	Applies increases to employee salaries based on anniversary dates. This calculation behaves differently from General increase because it is always based on a reference date, which in turn depends on a date attribute.
Banding	Used for the kind of sales commissions and bonus calculations that depend on revenue performance within predefined targets (sometimes called "threshold" values).
Date difference	Calculates the length of service (in years) of a DPO, based on a specified reference date. Returns a vector value representing the elapsed number of years between the reference start date and the current month end date.
Formula	Use to create a simple formula, combining literal values that you enter directly to the formula, along with operators and variable values. Variables can be attributes, existing calculations, or a global vector.
General increase	Applies up to six increases at predefined dates using percentage rates. The increase date is based on a valid member of the Time dimension.
IF	Performs a logical comparison and returns one value if the specified condition evaluates as True and another value if the condition evaluates as False.
Input	Enables Times Series to be input for each employee (for example, the monthly hours to be worked). Data can be entered manually, thus allowing pre-populating of baseline values or assumptions into plans for adjustment by contributors.
Lag	Takes a value from a predefined prior period and copies it into the current time period. If the referenced prior period is outside the planning scenario time range, a NULL value is returned. A typical use for this calculation is to calculate depreciation.
Lead	Takes a value and applies it to a specified number of future time periods. Lead calculations are useful in forecasting applications, such as determining the number of people to hire (headcount) based on future expected billable revenue, or the amount of goods to purchase to replenish inventory.
Lookup	Functions similarly to a Lookup table in Excel. Lookup permits monthly values to be assigned to attributes that are based on a list, such as 'Health Package'.
MinMax	Calculates for each period the smallest or the largest of up to three parameters for each time period.
Round	Rounds down numeric data to a specified number of decimal places.
Spread data	Spreads data to months and creates vector values.
Tax	Determines payroll and tax expenses such as FICA, SUTA, CPP, and EI calculations as required in the U.S.A. and Canada. The calculation recognizes the concept of annual applicable maximums and exemptions because in most cases only a portion of earnings is taxable.

Accumulate

Sums individual values across a specified time range. A typical application is for annualizing individual monthly amounts.

Anniversary increase

Applies increases to employee salaries based on anniversary dates. This calculation behaves differently from General increase because it is always based on a reference date, which in turn depends on a date attribute.

Banding

Used for the kind of sales commissions and bonus calculations that depend on revenue performance within predefined targets (sometimes called "threshold" values).

Date difference

Calculates the length of service (in years) of a DPO, based on a specified reference date. Returns a vector value representing the elapsed number of years between the reference start date and the current month end date.

Formula

Use to create a simple formula, combining literal values that you enter directly to the formula, along with operators and variable values. Variables can be attributes, existing calculations, or a global vector.

General increase

Applies up to six increases at predefined dates using percentage rates. The increase date is based on a valid member of the Time dimension.

IF

Performs a logical comparison and returns one value if the specified condition evaluates as True and another value if the condition evaluates as False.

Input

Enables Times Series to be input for each employee (for example, the monthly hours to be worked). Data can be entered manually, thus allowing pre-populating of baseline values or assumptions into plans for adjustment by contributors.

Lag

Takes a value from a predefined prior period and copies it into the current time period. If the referenced prior period is outside the planning scenario time range, a NULL value is returned. A typical use for this calculation is to calculate depreciation.

Lead

Takes a value and applies it to a specified number of future time periods. Lead calculations are useful in forecasting applications, such as determining the number of people to hire (headcount) based on future expected billable revenue, or the amount of goods to purchase to replenish inventory.

Lookup

Functions similarly to a Lookup table in Excel. Lookup permits monthly values to be assigned to attributes that are based on a list, such as 'Health Package'.

MinMax

Calculates for each period the smallest or the largest of up to three parameters for each time period.

Round

Rounds down numeric data to a specified number of decimal places.

Spread data

Spreads data to months and creates vector values.

Tax

Determines payroll and tax expenses such as FICA, SUTA, CPP, and EI calculations as required in the U.S.A. and Canada. The calculation recognizes the concept of annual applicable maximums and exemptions because in most cases only a portion of earnings is taxable.

 Calculation types