MOVINGSUM

In Rollforward & time series

The MOVINGSUM function returns the moving sum over the last WindowSize elements including the current one. If there are not enough preceding elements to fill the window, null is returned for those entries.

Use this function when you need a rolling sum over a defined time window: MOVINGSUM('Revenue', "Month", 12).

Parameters

NodeNode referenceRequired

Input node, specified using the node name in single quotes (e.g.'Revenue')

TimeLevelLevel nameRequired

Name of the time level that forms the time series to sum up (e.g."Month", "Quarter")

WindowSizeNumberRequired

Number of elements (including the current one) to sum up. Must be greater than 0.

Output shape

Dimensionality

Same as input, but the time dimension is at the specified TimeLevel granularity. If the input is finer than the specified level, it is automatically rolled up.

Time range

The first (WindowSize - 1) entries are dropped because there are not enough preceding values to fill the window.

Values

Each value is the sum of the current and the preceding (WindowSize - 1) entries along the time level.

Row count

Reduced by (WindowSize - 1) entries compared to the input.

Watch out

Examples

Two-period moving sum by quarter

This example shows a two-period moving sum across quarterly values. The result starts once enough values are available to fill the window.

Input node: 'Profit'

Formula: MOVINGSUM('Profit', "Quarter", 2)

2025-Q1 has no result because there is no preceding quarter to complete the two-element window.

Four-quarter rolling sum (trailing twelve months)

A common use case: summing the last 4 quarters to get a trailing twelve-month total.

Input node: 'Revenue'

Formula: MOVINGSUM('Revenue', "Quarter", 4)

The first three quarters have no result because the four-element window cannot be filled.

See also

MOVINGAVG

When you need a rolling average over the same time window instead of a sum.

SHIFT

When you need to shift values along a time level rather than aggregate them over a rolling window.

RUNNINGSUM

When you need a cumulative sum from the start of the time series (no fixed window).