## Aggregate data values over time using the accumulated and year to date calculated functions.

Clear Impact Scorecard includes 4 calculated measure types that allow you to do calculations across TIME PERIODS instead of other MEASURES. For each of these calculation types you want to **only select one** disaggregated measure to run the calculation on.

The purpose of this calculation type is to allow you to enter and track monthly or quarterly data but also get a YTD or Total count/average for those values.

**Important things to know:**

- The calculated measure and its disaggregated measure
**must**have the same reporting frequency. - Actual and Target Values cannot be entered manually once a calculation type is put in place. It is now calculated using data values from other measures.
- Changing a measure to "calculated" after it already has Actual or Target Values entered will delete all its existing values.

To see steps on how to set up a calculated measure check out the Calculated Measures article here.

### Types of Accumulation Calculation Types

#### Year to Date

These two calculation types combine data values over the course of a year and **reset at the beginning of each year**.

**Accumulate YTD - Sum**- This calculation is most commonly used with currency and counting values.
- All data values are added up into a running total and resets at the beginning of each year.
**Accumulate YTD - Average**- This calculation is most commonly used with percentages and rates.
- All data values are calculated into a running average and resets at the beginning of each year.

#### All Time

These two calculation types combine data values across all time periods and **do not reset**.

**Accumulate Total Sum**- This calculation is most commonly used with currency and counting values.
- All data values are added up to a running total.
**Accumulate Total Average**- This calculation is most commonly used with percentages and rates.
- All data values are calculated into a running average.

#### Sub-Annual Year-To-Date

The sub-annual calculation type is intended to turn Monthly, Quarterly, or Half-Year measures into one annual value. The parent measure in this set-up MUST be an annual reporting frequency and the child measure must have more than 1 annual period (i.e. monthly).

**Sub-Annual Child YTD Sum**- This calculation is most commonly used with currency and counting values.
- All data values are added up to a running total.
**Sub-Annual Child YTD Average**- This calculation is most commonly used with percentages and rates.
- All data values are calculated into a running average.