Inputting Period-to-Date and Trailing Period Data

By default Periods-to-Date and Trailing Periods calculate values. Use the following procedure to input values when aggregate data is available—often used to create Last Twelve Months aggregate periods.

  To enable Period-to-Date or Trailing Periods for input:

  1. Create a calculated Period-to-Date or Trailing Period.

  2. Under Period, open the selected time period and select the aggregate Period-to-Date or Trailing Period that was just created.

  3. Click Input.

  4. Click OK.

  5. Optional: Calculate the model.

    See Recalculating Values for Changed Periods.

    The aggregate period now accepts input, and the last time period before the aggregate period is the calculated amount summing all interim periods to the input aggregate period.