How to roll forward or update a TTM

Understanding TTM

Trailing Twelve Months (TTM) is a financial metric that represents the cumulative performance of a metric over the past twelve months. It provides a rolling, dynamic view, making it valuable for assessing trends and patterns in financial data.

How to Update Trailing Twelve Months (TTM) to a New Period in Catalyst

If you're ready to update your TTM scenario, follow this step-by-step tutorial:

1. Access Catalyst Admin Panel: Navigate to the Admin section in Catalyst to access scenario management.
2. Locate TTM Scenario: Find the TTM Scenario you wish to modify.
3. Edit Scenario Details:
   • Click on the 'Edit' option for the TTM Scenario.
   • Once in edit mode, locate the 'Description' field.
4. Update Description and Base Period:
   • Change the 'Description' to the desired period.
   • Adjust the 'Base Period' to match the desired start month.
5. Save Changes: Save the changes made to the scenario. This ensures that the TTM is updated to include the new set of months.
6. Refresh your Report: Once the cube has rebuilt, which you can force via the System Status page, refresh your Excel file to see the changes.

Example: Rolling Forward to a New Period

Suppose you want to update the TTM scenario to reflect a different period. For example:

• We have a TTM set up already for July 2023. It includes twelve trailing months which include periods in the prior year, 2022. That TTM set up would look like this: 
  
  
  
  
• To update this to the next period, change the month name in the description to 'August' and update the base period to 8 (e.g. August). 
• Which will look like this: