We’re excited to introduce the new "Moving average" formula preset, a powerful tool and shortcut for your building your models quicker. This preset allows you to calculate the average of a range of periods to analyze trends and performance over time. It provides options to define the averaging range and control how specific data (e.g., blanks or versions) is included in the calculation.

Key highlights

• This preset is now available in the Formula presets dropdown, and can be used within versions.
• Configuration options
  • Type selector: Relative or Fixed
    • Relative: Enables the selection of a dynamic time range, such as the last X months (default: last 3 months).
    • Fixed: Enables the selection of a static date range through a date picker, similar to the one used in Model Builder. If the end date is left empty, the moving average will be extend to current month automatically.
  • Additional options:
    • Exclude blank values: This checkbox allows users to exclude blank or null values from the average calculation. When enabled, only periods with data are included in the calculation. Example: if data exists for 2 out of 3 months, the average is calculated over those 2 months.
    • Exclude version values: An additional checkbox allows users to exclude version values and use only data from the Actuals version (up to the switchover date). After the switchover date, the latest available value is carried forward for subsequent months.
  • A new label will be displayed on the model builder when the moving average is applied to your variable or sub-dimension.