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Time granularity

Choose daily, weekly, monthly, quarterly, or yearly periods for a model, and know what happens when you change it.

The granularity is the length of one model period. A new blank model is monthly. Set the granularity before you add values and formulas. A later change works only in some cases. A change to smaller periods is not possible when inputs hold values.

1. The granularity options

GranularityA period starts onColumn label
DailyEach daySep 14, 2026
WeeklyA MondayWeek of Sep 14, 2026
MonthlyThe first day of the monthSep ‘26
Quarterly1 January, 1 April, 1 July, or 1 OctoberQ3 ‘26
Yearly1 January2026

2. Choose the right granularity

Use the largest period that your decision needs. Smaller periods make more columns and more values to check.

DecisionGranularity
A 13-week cash planWeekly
An operating plan or a budgetMonthly
A board plan for several yearsQuarterly
A long-range strategic planYearly

To see quarter or year totals in a monthly model, keep the model monthly. Select Σ (Roll-up) in the grid header. See Time totals.

3. Change the granularity

  1. Go to Scenario planning → open a model.
  2. Select Model settings.
  3. In Granularity, select the new option. Eigenn moves the start and end dates to the start of the new periods.
  4. Select Apply changes.

4. What happens to the values

  • Formula variables calculate again in the new periods. A time reference such as [t-12] counts periods, not months, so check it after the change.
  • Stored values, such as typed inputs, combine into the larger periods. Eigenn uses the Time aggregation of each variable. With Sum, three monthly inputs of 5 become one quarterly input of 15. With Average, they become 5.

Eigenn refuses the change in these cases. The message names the cause.

CauseAction
The new periods are smaller, and a variable holds stored values.Keep the current granularity, or start a new model.
A new period is not fully inside the old range. For example, a monthly model starts in September, so the third quarter has only one month.Set the start and end of the range on quarter or year boundaries first.
A variable with stored values uses Formula or No aggregation for Time.Set Sum, Average, Initial, or Final.
The model has a Last actual date.Turn it off, apply the change, and then set it again.
A period formula or a scenario change does not fit a new period exactly.Remove the period formula or the scenario change.

Related

  • Time
  • Time settings
  • Time totals
  • Time references
  • Last actual date

Time aggregation in charts

Show a chart or table card by month, quarter, or year, limit the date range of the Charts page, and read single values and totals.

Time references

Read the previous period, a fixed period, a range of periods, or every period with square brackets after a variable name.

On this page

1. The granularity options2. Choose the right granularity3. Change the granularity4. What happens to the valuesRelated

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