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Adaptive Planning
Last Updated: 2023-06-23
Time Modifier Doesn’t Work for Metric Account

Time Modifier Doesn’t Work for Metric Account

Question

Why is my metric account not evaluating correctly with a time modifier in the formula?

Answer

The time modifier
[time=this-X]
is specifically calculated relative to the current time period ("this" is the lowest time strata of the sheet in question). Metric accounts are designed to re-evaluate in roll-up periods, and in those cases something like "this-1" doesn't make sense in a rollup period ("this" could be a quarter or full year for some cells, when the lowest time strata is "month"). As a result, metric accounts do not support this form of time modifier and will drop the time modifiers when evaluating in time rollup periods.
As a workaround, you may want to create separate accounts on a sheet to perform the time shift calculations, and then reference those new accounts in the metric account (thus removing the time modifiers from the metric itself).
For example,
ACCT.Example[time=this-1]
will not evaluate properly in a metric account. However, you can build a new custom account, and place this same formula as a default for that account. You can then set
ACCT.New_Custom
as the formula in your metric account if desired.