Guide to Time Rollup Types

Time Rollup Type is an optional field within the Account Dimension only that determines how individual months' values are summarized at Quarter- and Year-end.

This feature is particularly important when setting up parent dimensions in the hierarchy. If not set up, data will not populate in the parent dimension when fetching data. See an example.

Please note if a parent dimension has the Time Rollup set, all child dimensions nested under that parent will automatically have the same Time Rollup. 

Cube supports three types: sum, average, and balance.

• Sum: Sums up each month's values at quarter-end or year-end. Generally used for Income Statement Account dimensions.
• Balance: Retrieves last month's value at quarter-end or year-end, showing the ending balance for the quarter or year-end. This option is used for Balance Sheet Account dimensions. 
• Average: This option takes the average of the month's values. Useful for operational metrics Account Dimensions. 

Let's take a look at an example:

The "Revenue-Products" dimension is parent to "40100 Revenue"  and its Time Rollup is not set up. 

When fetching the data, no data populates for the parent dimension "Revenue - Products"

As a result, for the data to populate for the parent dimension, a time rollup type must be selected.