Today I will discuss the common issue that I encounter at various clients. ie implementing Dynamic time series in 11.1.2.3.
Typically client would need TBlast( eg headcount)/TBFirst(eg revenue/expense/liability accounts) feature in Accounts Dimension. Accounts hierarchy is typically selected as Dynamic type hierarchy since we would need alternate hierarchies and dynamic formulas in Accounts Dimension. The other advantage is that Period dimension can have Time balance functionality i.e. we can have apply formulas in period dimension if Accounts dimension is Dynamic. If the Accounts dimension is Stored hierarchy type,then Formulas cannot be applied in Period Dimension.
It is also important to note that if we are retrieving or creating dashboards via OBIEE these type of functionality works best instead of dynamic Time series inbuilt in Essbase. OBIEE dashboards may not support dynamic time series in built in Essbase.
Implementation of YTD/QTD is straight forward.
1)Let Account Dimension be Dynamic(Hierarchy Type)
2)Let Period Dimension be Multiple Enabled Hierarchy type
3)Tag UDA as TBFirst/TBLast in Account dimension for each member.
4)Place formulas in YearTotal/Q1/Q2/Q3/Q4 and QTD-Jan/Feb..so on and YTD-Jan-Feb and so on.
Note that NOT ISEMPTY in member formula is very important for better retrieval performance.
Formulas are shown below .Hope this helps.
YearTotal
CASE
WHEN (ISUDA([Account].CurrentMember, “TB_Last”))
THEN (
IIF(NOT ISEMPTY([Q4]), [Q4],
IIF(NOT ISEMPTY([Q3]), [Q3],
IIF(NOT ISEMPTY([Q2]), [Q2],
IIF(NOT ISEMPTY([Q1]), [Q1],
MISSING))))
)
ELSE [Q1] + [Q2] + [Q3] +[Q4]
END
=======================================
Q1
CASE
WHEN (ISUDA([Account].CurrentMember, “TB_Last”))
THEN (
IIF(NOT ISEMPTY([Mar]), [Mar],
IIF(NOT ISEMPTY([Feb]), [Feb],
IIF(NOT ISEMPTY([Jan]), [Jan],
MISSING))))
ELSE [Jan] + [Feb] + [Mar]
END
=======================================
Q2
CASE
WHEN (ISUDA([Account].CurrentMember, “TB_Last”))
THEN (
IIF(NOT ISEMPTY([Jun]), [Jun],
IIF(NOT ISEMPTY([May]), [May],
IIF(NOT ISEMPTY([Apr]), [Apr],
MISSING))))
ELSE [Apr] + [May] + [Jun]
END
=======================================
QTD -Feb
CASE
WHEN (ISUDA([Account].CurrentMember, “TB_Last”))
THEN (
IIF(NOT ISEMPTY([Feb]), [Feb],
IIF(NOT ISEMPTY([Jan]), [Jan],
MISSING)
)
)
ELSE [Jan] + [Feb]
END
=======================================
YTD -Apr
CASE
WHEN (ISUDA([Account].CurrentMember, “TB_Last”))
THEN (
IIF(NOT ISEMPTY([Apr]), [Apr],
IIF(NOT ISEMPTY([Mar]), [Mar],
IIF(NOT ISEMPTY([Feb]), [Feb],
IIF(NOT ISEMPTY([Jan]), [Jan],
MISSING))))
)
ELSE [Jan]+[Feb]+[Mar]+[Apr]
END
=======================================
FullYear
[Jan]+[Feb]+[Mar]+[Apr]+[May]+[Jun]+[Jul]+[Aug]+[Sep]+[Oct]+[Nov]+[Dec]
