Simplifying Accumulation Calculations
The general rule of thumb is to keep the calculations as simple as possible. Where there is a requirement to aggregate over a certain period and accumulate over another wider period (e.g., T001/Months/Quarters), the safe approach is to split this requirement into two calculations.
Recommendation for simplifying accumulation calculations
When splitting up the calculation, the first calculation will join all the data sources and calculate and accumulate across the same period.
Example: T001/Months/Months
The subsequent calculation sources calculation 1 and accumulates on the desired period.
Example: T001/Months/Quarters