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Adaptive Planning
Last Updated: 2023-06-23
Types of Contexts

Types of Contexts

Question

How do each of the Contexts within OfficeConnect function?

Answer

For Cumulative (Monthly delta) Accounts:

Beginning Balance
: Shows you the value from the prior month.
YTD
: Shows you the value from the current month.
YTD
Balance
: Shows you the value from the prior FY.
QTD
: Shows you the value from the current month.
QTD Balance
: Shows you the value from the prior quarter.

For Periodic Accounts:

Beginning Balance
: Shows you the value from the prior month.
YTD
: Shows you the summed value up to the current month for the given fiscal year.
YTD
Balance
: Shows you the value from the last month of the prior fiscal year.
QTD
: Shows you the summed value up to the current month for the given quarter.
QTD Balance
: Shows you the value from the last month of the prior quarter.