1. Administrator's Guide
  2. Working with Planning Application Administration
  3. Setting up Dynamic Time Series Members

Setting up Dynamic Time Series Members

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.

Note:

DTS is not supported for the Period dimension in an aggregate storage application.

Oracle Hyperion Planning provides eight predefined DTS members:

  • H-T-D: History-to-date

  • Y-T-D: Year-to-date

  • S-T-D: Season-to-date

  • P-T-D: Period-to-date

  • Q-T-D: Quarter-to-date

  • M-T-D: Month-to-date

  • W-T-D: Week-to-date

  • D-T-D: Day-to-date

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 Years or Period dimension so it does not conflict with the reserved Dynamic Time Series generation names, Years and Period. Before using Y-T-D, rename the Years 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.

Oracle recommends 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 Guide.

To set up Dynamic Time Series members:

  1. Select Administration, then Manage, then Dimensions.
  2. Select the Period dimension, and click DTS.
  3. 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.
  4. Select a generation.

    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).

    Note:

    Oracle Essbase considers the Period dimension in Planning as Generation 1, so take that into account when you set up Dynamic Time Series members.

  5. Optional: Select an alias table and type an alias name. (If necessary, resize the window to view the fields.)
  6. Click Save.