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How Do I Get Attribution Values Within a Specific Period?

How to pull Attribution values across a specific time period.

Formula

=ALLOCATOR_ATTRIBUTION_ARRAY( [Text] ID, [Text] Categorization, [Text] Table, [Text] Variable, [Text] Category, [Text] Mode, [Date] Start Date, [Date] End Date, [Text] Include Funds, [Text] Level, [Text] Trim)

Arguments

ID - Required - Text - Eg: fdedb7                             The Fund, Company, Series, Portfolio ID.

Categorization - Hypothetical - Text                      How you want the data to be fetched.

Table - Required - Text - Eg: Long & Short             The table to load.

Variable - Hypothetical - Text - Eg: Short               The type of data you want.

Category - Hypothetical – Text                                Path to the category you want the value of.

Mode - Required - Text - Eg: Wide                          How you want the output ("Wide" or "Narrow").

Start Date - Optional - Date                                     The start date in YYYY-MM-DD format.

End Date - Optional - Date                                       The end date in YYYY-MM-DD format.

Include Funds - Optional - Text                               Include funds or not.

Level- Hypothetical - Text                                         The level of depth of Attribution.

Trim- Optional - Text                                                 Trim leading and trailing months if no categories other than unexplained are populated.

Example

The Geographic Attribution values for fund “fdedb7” for the year 2021.

= ALLOCATOR_ATTRIBUTION_ARRAY( "fdedb7","Mapped","Geography","Total", ,"Narrow","2021-01-01","2021-12-31", ,2)

Remarks

[Category] This is Required as long as there are categories available.

The date field is not format sensitive if you input a cell reference.

If the dates are ignored, Attribution Array will return everything without any date restriction.

[Categorization] If ID is a Portfolio then Categorization is Ignored and = Mapped.

  [Category] In case there is no category available, Category is Ignored and = Variable.

  [End Date] This argument is Ignored if Mode = Narrow.