v26.04: Time Summary Method for Account Dimensions
The Time Summary Method extends the existing Account Summary Method by enabling Time‑specific consolidation behavior within Account dimensions. This enhancement allows parent members in the Time hierarchy—such as Quarter or Year—to be calculated using logic that differs from standard dimensional rollups.
Key Concept
Normally, the SUMMARYMETHODTYPE property controls aggregation behavior across all dimensions. With this enhancement:
- When calculating Time parent members, the system evaluates the TIME_SUMMARY_METHOD first.
- If configured, TIME_SUMMARY_METHOD takes precedence over SUMMARYMETHODTYPE.
- This allows independent control of Time consolidation logic without affecting other dimensions.
Property Definitions
Property Name |
Field Type |
Values | Dependency | Description |
|---|---|---|---|---|
TIME_SUMMARY_METHOD |
Dropdown (single-select) |
AVERAGE, NONE, FORMULA, SUM | None | Defines how parent Time members aggregate child periods |
TIME_SUMMARY_FORMULA |
Text |
Free-form expression | Used when TIME_SUMMARY_METHOD = FORMULA | Custom formula for Time parent calculations |
Supported Time Summary Methods
The following Time Summary methods are supported for time-based aggregation:
- AVERAGE - Calculates the arithmetic mean of all child periods. This method is typically used for statistical metrics, such as headcount or exchange rates.
- NONE - Disables aggregation across time. This method is intended for point-in-time metrics where summing or averaging across periods would be misleading.
- FORMULA - Uses a custom-defined calculation to derive values for Time parent members. This is commonly used for ratios, weighted calculations, or other specialized logic.
- Sum - Aggregates data by adding the values of all child periods. This method is appropriate for cumulative metrics.
Legacy Value Mapping
Existing environments using legacy values are automatically migrated to the new supported values.
Old ID |
Old Description |
New ID | New Description |
|---|---|---|---|
G |
Standard |
N | None |
| A | Average | A | Average |
| AN | Average Exclude Blank Value | F | Formula |
|
Text |
S | Sum |
All legacy accounts are updated automatically, and no manual intervention is required.
NONE Method
Behavior
- Prevents aggregation across Time.
- Parent Time members return BLANK.
- Leaf-level values remain unchanged.
Example
Period |
Value |
|---|---|
Jan |
100 |
| Feb | 200 |
Mar |
300 |
Q1 Result: BLANK
Applies to all Time hierarchy levels (Month → Quarter → Year).
AVERAGE Method
Behavior
- Calculates the arithmetic mean of child periods.
- NULL values are excluded.
- Zero values are included.
Example
Period |
Value |
|---|---|
Jan |
100 |
| Feb | 200 |
Mar |
300 |
Q1 Calculation: (100 + 200 + 300) / 3 = 200
Works across all Time hierarchy levels.
Sum Method
Behavior
- Adds all child period values to calculate the parent.
Example
Period |
Value |
|---|---|
Jan |
100 |
| Feb | 200 |
Mar |
300 |
Q1 Calculation:
100 + 200 + 300 = 600
Applies to all Time hierarchy levels, such as Month → Quarter and Quarter → Year.
FORMULA Method
Behavior
- Allows a custom formula to calculate Time parent members.
- Formulas can reference other account members using standard syntax.
- Formulas can reference Account IDs using #ACCOUNT_ID syntax.
- Executed only at parent Time levels. Calculations run independently at each Time parent level.
Example Formula
#ACC_A / #ACC_B
Example Data
Account |
Value |
|---|---|
ACC_A |
100 |
ACC_B |
50 |
Result: 2
TIME_SUMMARY_FORMULA
TIME_SUMMARY_FORMULA is enabled when TIME_SUMMARY_METHOD is set to FORMULA.
This property allows you to define a custom formula to calculate values for Time parent members. The formula supports references to Account IDs using the standard syntax #AccountID, for example:
#AccountID + #AccountID
Formula Execution Rules
- The formula is evaluated only when configured at the parent account level.
- All references within the formula must use valid Account IDs and follow the #AccountID format.
Example Formula:
#ACC_A + #ACC_B
Account |
Value |
|---|---|
ACC_A |
100 |
ACC_B |
50 |
Result
Parent Value = 150
Consolidation Priority Logic
When calculating parent values across the Time hierarchy, the system follows this priority order:
- TIME_SUMMARY_METHOD (if configured)
- SUMMARYMETHODTYPE (if configured)
- Metric Summary Method (fallback)
This ensures Time-specific logic is always applied first when available.
How It Works — Consolidation Priority
JustPerform uses three settings to determine how an account's values are aggregated across parent members. It is important to understand that Time Summary Method acts as an override exclusively for Time parent members (e.g. Quarter, Full Year). It has no effect on non-time parent members such as Region or Entity rollups. The table below details every combination:
Time Summary Method |
Summary Method |
Metric Summary Method | Non-time Parent Members | Time Parent Members |
|---|---|---|---|---|
| Configured | Configured | Configured | Follows Summary Method | Follows Time Summary Method (Override — ignores Summary Method and Metric Summary Method) |
| Configured | Blank | Configured | Follows Metric Summary Method | Follows Time Summary Method (Override — ignores Metric Summary Method) |
| Blank | Configured | Configured | Follows Summary Method | Follows Summary Method |
| Blank | Blank | Configured | Follows Metric Summary Method | Follows Metric Summary Method |
Reserved Properties and Scope
Account Dimensions
- TIME_SUMMARY_METHOD and TIME_SUMMARY_FORMULA are system-reserved properties.
- They cannot be created, edited, or deleted by users.
- Only Account dimensions can trigger Time Summary calculations.
Non‑Account Dimensions
- Users may create properties with the same names in other dimensions (e.g., Entity, Product).
- These properties behave as standard custom properties.
- They do not affect consolidation or aggregation logic.