Work with dates - cfo.ai Docs

Date references let formulas move through time, group dates, and calculate period boundaries.

Use the table’s granularity

Write Date with the grain used by the formula:

Date.Month
Date.Quarter
Date.Year

Supported grains are Day, Week, Month, Quarter, Half, and Year.

The compact lookup uses the formula’s current Date grain:

Revenue[[-1]]

At monthly grain, this reads Revenue from the previous month. A positive value moves forward. For an explicit shift, use offset:

offset(Date.Month, -1, "month")

Supported units are day, week, month, quarter, half, and year.

Revenue[Date.Month: "2026-01"]
Revenue[Date.Quarter: "2026-Q1"]
Revenue[Date.Year: "2026"]

year(Date.Month)
month(Date.Month)
quarter(Date.Month)
half(Date.Month)

Week functions include weekday, weeknum, and isoweeknum.

startofmonth(Date.Month)
startofquarter(Date.Month)
eomonth(Date.Month, 0)

datedif(`Start Date`, Date.Month, "M")

datedif uses Excel-style unit codes such as Y, M, and D.

date(year(Date.Month), 12, 31)

Actuals and Forecast also depend on Date. A formula assigned to a Formula period must include Date in its scope.