Create Fixed Month and Relative Year Account References
This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release.
Question
How do I reference an account at a fixed month and relative year? In other words, how do I, for every month, pull values from the previous January/February/March? Answer
- Nested If-Statement
- Create a nested if-statement that checks the current month, and upon identifying the current month, uses the[time=this-x]modifier to pull the account value from x months before to pull the desired fixed-month's value.
- Additional Account with values only from the Fixed Month
- Create an additional account to only store the values for the fixed month in the fixed month (will store zeroes for the other months). Then the formula for the output account will sum the values for the additional account over the entire year via the[time=this.year]modifier.
- Account 1: Holds the necessary values for every month.
- Account 2:Equal to Account 1, but only with a value in the fixed month(if(month(this) = x, Account 1, 0)).
- Account 3:Equal toACCT.Account2[time=this.year]which is equivalent to the year's fixed-month value.