Moving total template in Planning Business Modeler

The rule that you can create by using the MovingTotal template calculates the total of the balances in an account over a specified number of periods. A moving total gives an aggregate of data from across a consistent number of periods. Typically, analysts use moving totals to analyze sales or unit volumes.

For example, a 12-month moving total for March 2007 adds the account balances from the beginning of April 2006 until the end of March 2007. Respectively, the moving total for April 2007 is the sum of all account balances from the beginning of May 2006 until the end of April 2007. This, the difference between the 12-month moving totals of April and March indicates the difference between the previous year's balances for April and the current year's balances for April.

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Placeholder substitution requirements


The following list shows the tasks that are prerequisites for a rule that you create with this template.

  • You must create a member in the TimeDataView dimension that the rule can use to hold computed values. PerformancePoint Planning Server provides a script to create this member. For more information, see Script to create dimension members for rule templates.

  • The Scope statement for this rule must include only those members of the Scenario dimension for which data is loaded, such as Actual, Budget, and Forecast. Do not include the calculated members of the Scenario dimension such as Variance.

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A rule that is created from this template is a Definition rule with MdxScript implementation. Every time that you query a cell set that falls in the scope defined by the rule or script, PerformancePoint Planning Business Modeler runs this rule and caches the script in the cube. For more information, see MdxScript implementation.

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Placeholder substitution requirements

To convert the MovingTotal template into a business rule, you must substitute actual dimension values for the placeholders in the templates. For information about how to substitute values, see Filling a placeholder in a rule template.

The following table describes the placeholder substitutions that you must make to create a business rule from this template.



<<[TimeDataView].[All Members].[Moving_Total]>>

User-defined member of the TimeDataView dimension where the calculation will be stored


Name of the hierarchy in Time dimension that is used in this model. This value must be a valid string.

<<[Scenario].[Hierarchy].[Base Scenarios]>>

The list of base scenarios for this model


Name of the hierarchy in the Account dimension that is used by the current model. This value must be a valid string.


Number of base periods to include in the totals calculated.

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