Define Calculations - the Period Definition Tab

Complete the following steps to create a period definition.

Procedure

  1. On the Reports menu, select Define Calculations. The Define Calculations window opens. The Account Definition tab is open.
  2. Open the Period Definition tab.
  3. In the Variable column, enter the period variable code, for example, P12. You can enter the same variable code several times if you want to retrieve values from several periods.
  4. In the Actuality column, select the actuality to retrieve values for and then enter the sign to multiply that value with in the Sign column.
  5. Enter the period formula to determine which period to retrieve values from. For example, you can enter values according to the following for the variable P12 in order to retrieve a rolling 12 month calculation:
    Table 1. Example of period formula values
    Sign +/- Formula
    + +0
    - -12
    + N112
  6. Select the Average column to retrieve the average value for a period interval, that is, (OB+CB)/2.
  7. Click Save and open the Calculation Definitions tab.