Annual function

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Returns a value for the specified metric adjusted forward or backward by a number of years, based on the selected calendar type.

Syntax

Annual(metric, delta, calendarType)

Parameters

metric: The name of the metric you want to adjust. Optional.

delta: Optional. The number of years to look forward (positive value) or backward (negative value). If not specified, defaults to 0.

calendarType: Optional. The calendar system to use. Supported values are 'FY' for Fiscal Year (default) and 'CY' for Calendar Year. If not specified, defaults to 'FY'.

Behavior

  • Requires a metric as input.
  • Optionally adjusts the value based on the number of years specified by delta.
  • Uses the specified calendar type to determine how years are calculated.
  • If delta is not specified, it defaults to 0 (no adjustment).
  • If calendarType is not specified, it defaults to 'FY' (Fiscal Year).

Return type

Number

Example

The following example returns the total Cost for the current year.

=Annual(Cost)

=Annual(Budget,0,"CY

Annual(Budget): Returns the 'Budget' metric for the current fiscal year.

Annual(Budget, -1): Returns the 'Budget' metric from one fiscal year ago.

Annual(Budget, 1, "CY"): Returns the 'Budget' metric for next calendar year.

Note:
  • The delta parameter must be a numeric value such as 0, 1, or -1.
  • Use 'FY' (Fiscal Year) for 445 variant and 13-period fiscal calendars.
  • Use 'CY' (Calendar Year) for standard Gregorian calendars.