You can use Dynamic Time Series (DTS) members to create reports that show period-to-date data, such as quarter-to-date expenses. DTS members are created automatically during application creation, and can be used with members of the Period dimension. To set up DTS, you enable a predefined DTS member and associate it with a generation number (and, optionally, an alias table and alias name). For example, to calculate quarter-to-date values, you can enable the Q-T-D member and associate it with generation number 2. You can then use the Q-T-D DTS member to calculate monthly values up to the current month in the quarter.
Planning provides eight predefined DTS members:
Caution! | Oracle recommends that you perform a backup before using the DTS feature. See Backing Up Applications and Application Databases. If you are using the Y-T-D or P-T-D member, you must rename the Year or Period dimension so it does not conflict with the reserved Dynamic Time Series generation names, Year and Period. Before using Y-T-D, rename the Year dimension; before using P-T-D, rename Period. After doing so, you must update all application artifacts affected by these changes, such as member formulas and business rules, and any reports that reference the dimension by name. |
The DTS members provide up to eight levels of period-to-date reporting. Your data and database outline determine which members you can use. For example, if the database contains hourly, daily, weekly, monthly, quarterly, and yearly data, you can report day-to date (D-T-D), week-to-date (W-T-D), month-to-date (M-T-D), quarter-to-date (Q-T-D), and year-to-date (Y-T-D) information. If the database contains monthly data for the past 5 years, you can report year-to-date (Y-T-D) and history-to-date (H-T-D) information, up to a specific year. If the database tracks data for seasonal time periods, you can report period-to-date (P-T-D) or season-to-date (S-T-D) information.
It is recommended that you avoid assigning time balance properties (such as First and Average) to members set for dynamic calculations if you plan to use the members in Dynamic Time Series calculations. Doing so may retrieve incorrect values for parent members in your accounts dimension. For detailed information, see the Oracle Essbase Database Administrator's Online Help.
To set up Dynamic Time Series members:
Select Enabled for the DTS series to use: H-T-D, Y-T-D, S-T-D, P-T-D, Q-T-D, M-T-D, W-T-D, or D-T-D.
The number of generations displayed depends on the number of generations in the time dimension. You cannot associate DTS members with the highest generation (the dimension root).
Optional: Select an alias table and type an alias name. (If necessary, resize the window to view the fields.)