Creating Time-Based Filters

While performing ad-hoc analysis using Transactional Business Intelligence, it is important that filters are applied on common dimensions such as Time, Ledger, Business Unit, and so on to filter the data to retrieve the appropriate data set.

Filters must be applied on the Time dimension for calendars that are applicable to the data being analyzed. For Time dimensions that expose multiple calendars, filters must be applied on the calendar name to get the right data.

For example, if an ad-hoc query must be created to view the unposted journals in a given period, the Journal Header Name is selected, along with measures such as Header Running total credit or debit along with the Posting Status Dimension. Then you apply filters on Posting Status as Unposted and also on the Fiscal Period and calendar of Fiscal Calendar Time Dimension.

In the following figure, Journal Header name (General Ledger Journal) and Header Running Total Credit (JrnlHdrRunningTotalCR) is selected.

Figure 57. Selecting Attributes

This screen shot displays how you select attributes from a subject area.

After selecting the required attributes, you must follow these steps to filter on Time.

  To filter on Time:

  1. In the Filters section, select + and select more columns to display the subject area contents in a Select column.

    Figure 58. Selected Columns

    This screenshot displays how you select more columns from the Selected Columns dialog.

  2. Select Fiscal Calendar Name from the Time folder and select OK.

    Figure 59. Select a Column

    This screen shot displays how you select a Fiscal Calendar name from the Select Column dialog box.

  3. Make a selection in Fiscal Calendars, and then click OK.

    Figure 60. Edit Filters

    This screen shot displays the Value box options from the Edit Filter dialog box.

    This adds a filter to the analysis:

    Figure 61. Selected Columns

    This screen shot displays the Selected Columns dialog for filtering.

  4. Similarly, add another filter on the Fiscal Period Name. This filter gets added with the AND clause:

    Figure 62. Selected Columns with AND Clause

    This screen shot displays the Selected Columns and Filters dialog with AND Clause.

  5. Select Save Filters to use the filter in future analyses. For more details on how to create and use filters, see the Oracle Fusion Middleware Oracle Business Intelligence documentation.

Note:

Similar to the preceding example, when Fixed Assets Calendar, Projects Calendar, or Incentive Compensation Calendar is used for analysis, you must always apply a filter on the calendar name.