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 important when setting up parent dimensions in the hierarchy. If not set up, data will not populate in the parent dimension when fetching data.
Child dimensions inherit this setting from their parents. If a parent dimension has the time rollup set, all child dimensions nested under that parent will automatically have the same time rollup.
Supported time rollup types
Cube supports three types: sum, balance, and average.
- 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: Takes the average over time of the summed transaction values from each month of that quarter or year. Useful for operational metrics Account dimensions.
Tip: Transaction values are always summed. You can use a formula dimension to calculate averages of transactions. For example, you can publish data to Total Pay and Total Hours and use a formula to calculate the average pay per hour.