Setting Up Periods

You use the Periods control table to define the fiscal periods that can be used by FDM.

The image depicts the Control Tables screen with the Periods grid selected.

The values in the Periods table identify the periods that can be selected from the period POV. Each FDM period is associated with a target system period. If the FDM period changes, where data is loaded in the target system changes.

Period—Date value that is stored in the database during the trial-balance load process and that becomes part of a key that identifies a set of trial-balance records
Prior Date Key—Prior fiscal period key that is used during export to determine whether a $0.00 entry must be made (to prevent ghosting) in Hyperion Enterprise versions 4.3 or earlier (the entry must be made if YTD values were loaded into a periodic category)
Text Description—Text-based description of the date key (the format of the text description is controlled by the Date Format Mask system configuration. The format defaults to months but can be changed to enable loading of more than twelve periods)

The “Allows custom description in period” option enables administrators to create custom period descriptions that override the default values. Text override option restrictions apply to Text Description Override (value cannot resolve to a date) and Period Key Date Format Mask (option must be set to MM-DD-YYYY).

The options identify the target period to which data is loaded and represent months, quarters, years, or days, respectively:

Target (M)
Target (Q)
Target (Y)
Target (D)

To insert periods into tables :

From within the Web client, select Metadata > Control Tables.
The Control Tables screen is displayed.
From Control Table, select Periods.
Select Add.
Select the cell to which to add or update information.
In the Period column, select a target period from the drop-down list.
To indicate that the change is pending, is displayed left of the row.
Click Update Grid.
The change-pending icon is removed.

To delete periods from tables:

Select a row.
Click Delete.
is displayed left of the row, indicating that a deletion is pending.
Click Update Grid.

To cancel pending changes:

Left of the row, click or .
Select Cancel Row Changes.