Time-based aggregations

Plan supports time-based aggregation functions that help you analyze measure values across a specified time period. These functions enable you to calculate rolling values and perform aggregations over date ranges.

AGGREGATE

The AGGREGATE function performs an aggregation on a measure over a specified date range. It supports aggregation methods such as average, sum, minimum, maximum, and median.

Syntax

AGGREGATE(measure, startDate, endDate, aggregationType)

Arguments

• measure: The measure on which the aggregation is performed.

• startDate: The start date of the date range.

• endDate: The end date of the date range.

• aggregationType: Specifies the aggregation method to apply. Supported values include AVG, SUM, MIN, MAX, and MEDIAN.

Return value

Returns the aggregated value of the specified measure over the given date range.

Examples

AGGREGATE([Sales], SHIFT(COLUMN.CURRENT_PERIOD, "-3M"), SHIFT(CURRENT_PERIOD, "-1M"), "MAX")

Returns the maximum Sales value for the specified date range. In this example, the function returns the maximum sales over the previous three months.

AGGREGATE([Sales], DATE(2025,4,1), DATE(2025,7,31), "MEDIAN")

Returns the median Sales value for the specified date range. In this example, the function returns the median sales between April 1, 2025 and July 31, 2025.

MOVINGAVERAGE

The MOVINGAVERAGE function returns the average of a measure over a specified date range.

Syntax

MOVINGAVERAGE(measure, startDate, endDate)

Arguments

• measure: The measure for which the average is calculated.

• startDate: The start date of the date range.

• endDate: The end date of the date range.

Return value

Returns the average of the specified measure over the given date range.

Examples

MOVINGAVERAGE([Sales], COLUMN.CURRENT_PERIOD, SHIFT(COLUMN.CURRENT_PERIOD, "2M"))

Returns the average Sales value for the current period and the following two months. For example, the moving average for January is calculated using the Sales values for January, February, and March.

MOVINGAVERAGE([Sales], DATE(2025,4,1), DATE(2025,8,31))

Returns the average Sales value between April 1, 2025 and August 31, 2025.

You can also use the MOVINGAVERAGE function with forecast measures to calculate averages across open and closed periods.

MOVINGAVERAGE([Forecast], [Forecast].OPEN_START, [Forecast].OPEN_END)

MOVINGSUM

The MOVINGSUM function returns the sum of a measure over a specified date range.

Syntax

MOVINGSUM(measure, startDate, endDate)

Arguments

• measure: The measure for which the sum is calculated.

• startDate: The start date of the date range.

• endDate: The end date of the date range.

Return value

Returns the sum of the specified measure over the given date range.

Examples

MOVINGSUM([Sales], COLUMN.CURRENT_PERIOD, SHIFT(COLUMN.CURRENT_PERIOD, "2M"))

Returns the sum of the Sales values for the current period and the following two months. For example, the moving sum for January is calculated using the Sales values for January, February, and March.

MOVINGSUM([Sales], DATE(2024,4,1), DATE(2024,8,31))

Returns the sum of the Sales values between April 1, 2025 and August 31, 2025.

You can also use the MOVINGSUM function with forecast measures to calculate sums across open and closed periods.

MOVINGSUM([Forecast], [Forecast].OPEN_START, [Forecast].OPEN_END)