Time rollup types

Time Rollup Type is an optional field within account dimension members that determines how individual months' values are summarized at quarter- and year-end.

If the time rollup isn't set for parent dimension members in the hierarchy, data will not populate properly when fetching data to your spreadsheet. 

Children inherit this setting from their parents. If a parent dimension member has the time rollup set, all children nested under that parent will automatically have the same time rollup. 

Supported time rollup types

Cube supports four time rollup types: sum, average, ending balance, and beginning balance.

1. Sum: Totals the values at quarter-end or year-end. Generally used for Income Statement dimension members.
2. Average: This rollup type averages the summed transaction values from each month of that quarter or year. It is useful for operational metrics dimension members. 
3. Ending Balance: This option retrieves last month's value at quarter-end or year-end and shows the ending balance for the quarter or year-end. It is typically used for Balance Sheet dimension members. 
4. Beginning Balance: This option retrieves the value for the opening of the quarter-end or year-end period. This time rollup type is typically used when modeling cash flows over a period of time.

Use ending and beginning balance rollup types to properly model cash flows over time. Here's an example of how these time rollup types produce values in a report that uses months, quarters, and years. 

The dimension members in the screenshot above are named to match their time rollup type:

• Beginning Cash uses the beginning balance time rollup type
• Change in Cash sums over time
• Ending Cash uses the ending balance time rollup type

Using these dimension members in a report would give the following values over the months, quarters, and years of 2025 based on the data in this Cube:

Tip: Transaction values are always summed. You can use a formula to calculate the averages of transactions, if needed. For example, you can publish data to Total Pay and Total Hours and use a formula to calculate the average pay per hour.