@CM For this particular scenario, since you need to calculate things differently at different levels of the time hierarchy, I would recommend exploring the Ratio Summary Method. Example created below: I have started by creating different lines for each time summary with its relevant formula in it. Notice the summary here is showing as "Time: Closing Balance". I am calculating the data at the month level, and showing it in the summaries properly. Since we have it in multiple lines, now we need to combine it. Adding to that same module, I have line items that are getting the data to the actual level that we want it at, The year, Half-year, quarter, and month. This is essentially staging the data out so that we can use the ratio summary method. Next, we need to set our summaries up. For the ratio, we start with the highest level of the hierarchy, which in this case is the year. Since there is nothing higher than we can just make that be a formula since we are directly referencing it to our calculation line. From there, we move down to the Half Year, and we set the summary to Ratio being the level higher and dividing it by 1. To create the 1, I have a line called "denominator" that just has the formula of 1. Now do the same for the Summary Quarter Line with Ratio "Summary HY / Denominator" Finally do the same for Month Summary (Final) and the Ratio Summary is "Summary Q / Denominator" The result looks like this (Source of the data in Red, Final line in Green): Let me know if you have questions! Jason
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