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Aggregation

The process of combining several values into one result, such as a sum or average.

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Date reference

A named point on the timeline. Last close commonly separates closed Actuals from open Forecast periods.

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Dimension

The primary role of a property used to group, filter, or segment values. Examples include Department, Region, and Product.

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Dimension item

One value within a dimension, such as Sales within Department or West within Region.

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Expression

The part of a formula that describes what to calculate.

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Formula

A saved calculation for a property. A formula has an expression and a scope.

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Formula break

Another name for a Formula period boundary. User-facing documentation generally uses Formula period.

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Formula period

A part of the timeline that can use its own formula, such as Actuals or Forecast.

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Metric

The primary role of a property used as a calculated or aggregated value. Examples include Revenue, Headcount, and Gross Margin.

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Property

A named piece of information the model knows about, such as Revenue, Department, Headcount, or Date. Metric and dimension describe the property’s primary role.

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Scenario

A version of the model, such as Base or Plan. Formulas are saved within a scenario.

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Scope

The part of the model where a formula applies. Scope can include segmentations, segment values, Date, and Formula periods.

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Segment

A specific dimension value or combination of values, such as Department = Sales.

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Segmentation

The dimension or dimensions used to break down a value, such as Revenue by Department.