Understanding period-to-date data

In addition to periodic and year-to-date formats, you can view data in either a month-to-date format (for applications with weekly leaf periods) or a quarter-to-date format (for applications with monthly leaf periods).

The month-to-date and quarter-to-date data are calculated from periodic data currently stored in the database. These calculations are made only for leaf periods and only for profit and loss lines (PE, PR, and PS), with the exception of Opening Balance lines. Unlike year-to-date data that is stored in the database after a consolidation, period-to-date data is calculated "on the fly" (not during a consolidation) and is not stored in the database.

Formulas are not computed when period-to-date data is calculated; therefore, if your data includes formulas, run a consolidation to compute the formulas prior to viewing period-to-date data.

The following table illustrates how profit and loss lines and balance sheet lines are calculated when using the quarter-to-date format. The behavior is similar for month-to-date format when weekly periods are used.

Period	P&L (Periodic Data)	BS
P1	P1	P1
P2	P1 + P2	P2
P3	P1 + P2 + P3	P3
Q1	Q1	Q1
P4	P4	P4
P5	P4 + P5	P5
P6	P4 + P5 + P6	P6
Q2	Q2	Q2
S1	S1	S1