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You can override the default dates in several ways. You can set the:
- Begin Date as an Offset from the End Date. The end date referenced here is the end date of your Query Date Range. In this example, 5/31/1998.
- Begin Date to a fixed date. Use this option to create an any-date to any-date return.
- Begin Date to a predefined date stored in PACE. For example, Inception to Date, Fiscal Year to Date, Year to Date, Month to Date, Quarter to Date. The Query Tool uses calendar days to count back by months, quarters, or years and does not access any business calendars. The entity date field also can be selected when the To Date options (ITD, FYTD) are chosen.
- End date. By default, the end date used is the end date selected by the user in the profile. But this can be overridden with a specific end date, for example, to calculate a return for a particular date range or one generated by a date rule. No business calendars are used.
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For information about setting up business calendars, see the “Performing Performing Business Calendar Checks” section of the Checks section of Performance Analysis and Reporting. For more information about linking benchmark assignments, see “Benchmark Assignment History Support.”
Rolling Offset
This option defines the fixed interval that determines the end date for subsequent repetitions of the operation. For example, display the maximum returns as of each month versus every third month is a Rolling Offset of 1 versus 3. The default offset is 1.
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