Specifying Time Options

  To select time periods:

1. Access Edit Rule Set.

   See Creating Extended Analytics Rule Sets.

2. Select Time.

3. Optional: In Beginning Boundary and Ending Boundary, enter the start and end times.

   • You can set boundaries using the time codes. For example, if an entity is in quarters, the time codes might be Q04 (first quarter of 2004), 2Q04, 3Q04, and 4Q04.

   • You can set boundaries using functions. For example, yenter “@firstpd” in the Beginning Boundary and “@lastpd” in the Ending Boundary box to export the entire entity. See Using Time Functions.

4. Optional: Select Synthesize by Aggregate only to roll-up time periods.

   For example, week roll-up into months.

5. Optional: Select Export Trailing Periods if Present to include trailing periods.

6. Optional: Select Export Closing Periods if Present to include closing periods.

7. Optional: Select Export Deal Periods if Present to include deal periods.

8. In the time period table, select time periods to include.

   Time periods are based on scale:

   1. In Include, select a time period scale.

   2. Optional: In Synthesize Period, select time periods that do not exist in the source entity, but must be created for the destination entity.

      If the source and target are in different time scales, select a scale to extrapolate from existing information into missing time periods.

      For example, if an entity is in months but you need weeks in the export, the server synthesizes week information based on the month information.

   3. Optional: In Period to Date, select time periods for which to generate period to date information.

      If no Period to Date information exists in the entity, this option synthesizes the information. For example, for an export to contain Period to Date information for each week, select the Week option.