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Dataform period roll back to 6 month from current period

edited Apr 8, 2026 5:21PM in EPM Platform and Freeform 1 comment

Summary:

The customer needs to view financial data for the previous six months relative to the current period. They want this to update automatically without requiring manual adjustments each month. We attempted to use a substitution variable, but it fails when the period crosses into a new year, so it doesn’t meet the requirement. Can this be automated using form functionality?


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