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Adaptive Planning
Last Updated: 2023-06-23
Create Dynamic Time References in Formulas

Create Dynamic Time References in Formulas

This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release.

Question

I need to write a formula that functions like this:
ACCT.IT_Expense[time=01/2017]
except instead of 2017, I 'd like to reference January of which ever year being reported on. How can I write the time modifier to function this way?

Answer

With current functionality, there is not a syntax to dynamically reference the first month of the current year. For example, you cannot write a formula that says,
ACCT.IT_Expense[time=1/this.year]
. However, you can get similar results using an if statement. Your formula would look something like:
iff(year(this)=2016,ACCT.IT_Expense[time=01/2016],iff(year(this)=2017,ACCT.IT_Expense[time=01/2017],iff(year(this)=2018,ACCT.IT_Expense[time=01/2018]...