New function to calculate 'Inception to Date'

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New function to calculate 'Inception to Date'

It appears that there is no out-of-the-box function to sum all values up to the current period to return the 'inception to date' value. A new function could be very similar to MONTHTODATE and YEARTODATE but calculate from the start of the time range up to the current period (potentially with optional offset arguments).

 

This would be very useful for calculating closing balances where flows in each period are known and you need to sum them all to get the closing value.

1 Comment
TimWard70
Contributor

@OliverMunns would CUMULATE work for your use case?

For long time ranges and to be "Planual compliant" - Also look at line item + previous(total line item) here - Planual Explained - Day 20 - Anaplan Community