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Blanks and helpers

How blank values calculate, how the Blanks in data setting works, and the built-in helper values that every formula can read.

A blank value is no value. It is not the same as 0. Helpers are built-in values, such as month and timeStep, that every formula can read without a variable. Use this page when a first period, a missing input, or a date test gives an unexpected result.

Blank values

A value is blank in these cases:

  • A variable has no value in that period.
  • A time reference points before the first period, and the variable uses Treat as blank.
  • A conditional has a blank test.
  • The formula gives blank or none as a result.

blank is a keyword. none is a helper with the same empty value. Both work in a test:

if End step = blank then 1 else 0

How blank values calculate

Formula, where Cash is blankResultRule
CashBlankA blank stays blank
Cash * 20In arithmetic, a blank counts as 0
avg(Cash, 4)4avg skips blank values
Cash = blank1= and <> compare blank as a value
Cash > 1Blank<, <=, >, and >= give blank
if Cash > 1 then 5 else 6BlankA blank test makes the whole conditional blank

The Blanks in data setting

Each variable has a Blanks in data setting. It sets the value that a formula reads when a time reference points outside the model. An example is Customers[previous] in the first period.

  1. On the variable row, select the options button (⋮).
  2. In the Blanks in data list, select one option.
OptionA reference outside the model gives
Treat as blankA blank value. A = blank test is true
Treat as zero0. A = blank test is false
ErrorNo value. The formula gives no result in that period, and a = blank test does not work

The setting belongs to the variable that the formula reads. To use a start value in the first period, set Treat as blank on the variable, and test for blank:

if Customers[previous] = blank then Starting customers else Customers[previous] + New customers

Helpers

HelperValue
monthThe calendar month of the period, from 1 to 12
quarterThe calendar quarter of the period, from 1 to 4
yearThe calendar year of the period
fiscalmonthThe month of the fiscal year, from 1 to 12
fiscalyearThe fiscal year of the period. Blank when Use fiscal years is off
timeStepThe position of the period, counted from 0. t is a short form
numTimestepsThe number of periods in the model
todayThe position of the period that contains the current date
lastActualDateThe position of the last actual period
daysinmonthThe number of days in the calendar month of the period
daysInPeriodThe number of days in the period
weekdaysInPeriodThe number of days from Monday to Friday in the period
cohortThe position of the current cohort, counted from 0, in a model with a cohort dimension
eEuler's number, 2.718…
noneA blank value

Helper names are not case-sensitive. They are reserved, so a formula cannot read a variable that has a helper name. The Formula syntax page explains this rule.

Examples

A bonus in December only:

if month = 12 then Annual bonus else 0

A daily rate that follows the length of each month:

Daily cost * daysinmonth

A Revenue plan that copies Revenue up to the last actual period, then grows by 2% each period:

if timeStep <= lastActualDate then Revenue else Revenue plan[previous] * 1.02

Related

  • Conditionals
  • Time references
  • Formula syntax
  • Functions
  • Time settings
  • Last actual date
  • Variable types

Bank transactions

Use the team's bank transactions and transaction categories as monthly actuals in a planning model.

Change an input over time

Type a value in each period, paste a series, set one value for all forecast periods, or use a formula for growth.

On this page

Blank valuesHow blank values calculateThe Blanks in data settingHelpersExamplesRelated

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