ROLLFORWARD

Overview

The ROLLFORWARD function rolls the values of the Original Node forward with the influence of optional driver nodes.

Use this function when you want to project a base series forward starting after the last available value with one or more driver nodes.

Function alternative
The difference between this function and ROLLFORWARD_MUL is how they treat multiple influence nodes. ROLLFORWARD sums up the effects and then applies them to the original node. ROLLFORWARD_MUL multiplies up the effects and then applies them to the original node.

Syntax

ROLLFORWARD('OriginalNode' [, 'DriverNode', ...])

Example usage: ROLLFORWARD('Revenue', 'Inflation')

Parameters

Parameter	Description	Type	Required
Original Node	Input node whose values are rolled forward, specified in single quotes (e.g.`'Revenue'`)	Node reference	Yes
Driver Node	One or more driver nodes that influence the rollforward, specified in single quotes (e.g.`'Inflation'`). Multiple drivers can be provided as additional arguments.	Node reference	No

Output Shape

Aspect	Behavior
Dimensionality	Same as the Original Node
Values	Original values are preserved for existing time periods. Future periods are projected from the last value, adjusted by cumulative driver effects (or flat if no drivers).
Row count	Expands to fill time periods within the horizon where driver data exists

Watch Out

All input nodes (original and drivers) must have a time level.
The driver's time level cannot be coarser than the original node's time level (e.g. yearly driver with monthly original data is not allowed).
If a driver node is not a percent node, it is automatically converted to relative year-over-year changes before being applied.
Original data values are preserved as-is. The rollforward only applies to time periods after the last existing data point.
With multiple drivers, effects are summed per period, then applied. Use ROLLFORWARD_MUL if you need multiplicative combination instead.
Driver nodes are automatically rolled up to match the dimensionality of the Original Node if they have finer granularity.
If no driver nodes are specified, the last value is projected forward as a flat line (0% growth).

Examples

Rollforward with a percentage driver

This example uses a percentage driver. Each future period applies the driver value to the latest rolled result.

Input node: Revenue

Year	Value
2025	95
2026	100

Input node: Inflation

Year	Value in %
2026	0.02
2027	0.1
2028	0.2

Formula: ROLLFORWARD('Revenue', 'Inflation')

Year	→ ROLLFORWARD Result
2025	95
2026	100
2027	110
2028	132

Rollforward with an absolute driver

If the driver node is not a percent node, ROLLFORWARD converts it into a yoy-growth effect before applying it to the latest rolled value.

Input node: Revenue

Year	Value
2025	95
2026	100

Input node: Market Size

Year	Value
2026	10000
2027	10100
2028	10500

Formula: ROLLFORWARD('Revenue', 'Market Size')

Year	→ ROLLFORWARD Result
2025	95
2026	100
2027	100 + (10100/10000) = 101
2028	101 + (10500/10100) = 102.03

Rollforward with multiple driver nodes

With multiple drivers, ROLLFORWARD sums the individual effects per period before applying them to the latest rolled value.

Input node: Inflation

Year	Inflation
2026	10%
2027	10%
2028	10%

Input node: Growth

Year	Growth
2026	20%
2027	20%
2028	20%

Input node: Revenue

Year	Revenue
2026	1000

Formula: ROLLFORWARD('Revenue', 'Inflation', 'Growth')

Year	→ ROLLFORWARD Result
2027	1000 + (1000 * 0.1) + (1000 * 0.2) = 1300
2028	1300 + (1300 * 0.1) + (1300 * 0.2) = 1690

Related Functions

Function	When to use instead
ROLLFORWARD_ADVANCED	When you need a more configurable rollforward setup with explicit control over timing, base behavior, or advanced driver handling beyond the standard `ROLLFORWARD` logic.
ROLLFORWARD_MUL	When multiple drivers should influence each other within the same period instead of being summed first.
PREVIOUS	When you need older loop-style logic with a defined base case instead of a direct rollforward from the latest available value.