> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cfo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Work with Formula periods as an agent

Formula periods such as Actuals and Forecast are stored as formula breaks.

## Read periods first

Call `list_formula_breaks` for the selected scenario before writing a Formula-period formula. Use the returned ID rather than guessing it.

The system Actuals and Forecast periods already exist. Do not create a new period for a normal Actuals or Forecast request.

## Date scope is required

A `formula_break_id` is valid only when the formula condition includes a Date term.

Accepted examples:

```text theme={null}
Date.Month: ANY
```

```text theme={null}
Department: "Sales", Date.Month: ANY
```

```text theme={null}
anySegment, Date.Month: ANY
```

Rejected examples:

```text theme={null}
anySegment
```

```text theme={null}
Department: "Sales"
```

A period has nothing to apply to when Date is absent. Resolve scope from a time-based table block or add the correct Date term before writing.

## Granularity

Use the table's Date granularity when available. Otherwise use the model default of Month. Keep the condition and expression references at the same grain.

## Combining scope

A Formula period can be combined with segmentation and segment conditions. The formula applies only where both the period and segment scope match.