Time Balance Property Examples

Time balance and variance reporting settings are system-defined.

Time Balance Property

Description

Example

Flow

Aggregate of values for a summary time period as the period total.

Jan = 10, Feb =15, Mar = 20, Q1 = 45

First

Beginning value in a summary time period as the period total.

Jan = 10, Feb = 15, Mar = 20, Q1 = 10

Balance

Ending value in a summary time period as the period total.

Jan = 10, Feb = 15, Mar = 20, Q1 = 20

Average

Average

Jan = 10, Feb = 15, Mar = 20, Q1 = 15

Fill

The value for the parent time period is filled into its descendents. If a child value changes, the default aggregation logic applies up to its parent.

Jan = 20, Feb = 20, Mar = 20, Q1 = 20

Weighted Average - Actual_Actual

Weighted daily average, based on the actual number of days in a year. Accounts for leap year, in which February has 29 days. In the example, the average for Q1 is calculated: (1) Multiply each value in Q1 by the number of days in the month, (2) Sum these values, (3) Divide the total by the number of days in Q1. Assuming it is a leap year, the result is calculated: (10 * 31 + 15 * 29 + 20 * 31) / 91 = 15

Jan = 10, Feb = 15, Mar = 20, Q1 = 5

Weighted Average - Actual_365

A weighted daily average, based on 365 days in a year, assuming that February has 28 days. Does not account for leap years. In the example, the average for Q1 is calculated: (1) Multiply each value in Q1 by the number of days in the month, (2) Sum these values, (3) Divide the total by the number of days in Q1. Assuming it is not a leap year, the result is calculated: (10 * 31 + 15 * 28 + 20 * 31) / 90 = 15

Jan = 10, Feb = 15, Mar = 20, Q1 = 15

You can use the Weighted Average - Actual_Actual and Weighted Average - Actual_365 properties only with standard monthly calendars that roll up to four quarters. For information on how Planning calculates and spreads data, see the Oracle Hyperion Planning User's Guide.

Note:

For Planning application deployments: If Time Balance is set to Last, the property is sent to Planning as Balance; If Time Balance is set to None, the property is sent to Planning as Flow.