Defining Frequencies

The frequency specifies the time period level at which you can input data, for example, months or quarters. Frequencies and their corresponding views (YTD, HYTD, QTD, MTD) are created based on the time periods that you selected when defining the calendar. You can add, modify, and delete frequencies. You can also enter a descriptive label for each frequency and view in each language that you previously defined.

Year-to-Date (YTD) is provided by default in the first row of the Frequency column. You cannot delete or change the YTD label. However, you can enter a YTD description for each language that you define.

Note:

In addition to the frequencies that you can define, each application contains two system-defined frequencies and corresponding views: Scenario View and Periodic.

If you selected to define a calendar manually, the Frequencies grid is empty, and you must enter the necessary views and their descriptions. You should enter one frequency for each level of the Period dimension.

Caution:

After you create an application, you cannot change the frequency descriptions or labels in the application.

To define frequencies:

  1. From the Frequencies screen, click the (+) Add Frequency button, or select Actions, and then Add Frequency.
  2. Enter one or more frequencies and descriptions.

    By default, YTD is the first frequency. The number of frequencies that you define should be equal to the number of generations in the Period tree.

    Note:

    The label can contain a maximum of 40 characters. The description can contain a maximum of 80 characters.

    Labels cannot include these characters: + - * / # { } ; , @ ""

    Tip:

    Because you cannot modify frequencies after an application is created, make sure to include a description for each frequency in each language.

  3. Click Next.