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Formula periods let a property use different calculations on different parts of the timeline. They are sometimes called formula breaks. A common setup uses a Date reference named Last close to separate closed Actuals from open Forecast periods.

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Example

Payroll might use imported accounting data for Actuals and a planning formula for Forecast:
The imported formula applies to Actuals. The planning formula applies to Forecast.

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Formula periods depend on Date

A Formula period is a boundary on the Date dimension. The formula must therefore be scoped by Date at a supported granularity such as month, quarter, or year. A formula scoped only by Department cannot be limited to Actuals or Forecast. Add Date to its scope first.

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Combine periods with segments

A Formula period can be combined with other dimensions. For example, Sales can use one Forecast formula while other departments use the broader Forecast formula. The formula must match both the Formula period and the segment before it applies.

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When Last close changes

Moving Last close changes which dates fall into Actuals and Forecast. The formulas do not need to be rewritten; CFO.ai applies them to the periods on the appropriate side of the updated boundary.

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If a formula does not apply

Check:
  • The formula is assigned to the intended Formula period
  • Date is included in the formula scope
  • The Date granularity matches the table
  • A more specific segment formula is not overriding it
  • You are viewing the intended scenario