To calculate period-to-date values dynamically, you must use a Dynamic Time Series member for a period on the dimension tagged as time. See Specifying Accounts and Time Dimensions.
You do not create the Dynamic Time Series member directly in the database outline. Instead, you enable a predefined Dynamic Time Series member and associate it with an appropriate generation number.
For example, to calculate quarter-to-date values, you enable the Q-T-D member and associate it with the generation to which you want to apply the Dynamic Time Series member. In Sample.Basic, the generation containing quarters is generation number 2, which contains the Qtr1, Qtr2, Qtr3, and Qtr4 members. Essbase creates a Dynamic Time Series member called Q-T-D and associates it with generation 2. The Q-T-D member calculates monthly values up to the current month in the quarter. see Enabling and Disabling Dynamic Time Series Members.
Dynamic Time Series members are not displayed as members in the database outline. Instead, Essbase lists the currently active Dynamic Time Series members in a comment on the time dimension. In the outline in Figure 23-4, H-T-D (history-to-date) and Q-T-D (quarter-to-date) are active. H-T-D is associated with generation 1; Q-T-D is associated with generation 2.
Figure 23-4 Sample.Basic Outline Showing Dynamic Time Series
Essbase provides eight predefined Dynamic Time Series members:
These members provide up to eight levels of period-to-date reporting. How many and which members you use depends on the data and the database outline.
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 last five 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.
You can associate a Dynamic Time Series member with any generation in the time dimension except the highest generation number, regardless of the data. For example, you can use the P-T-D member to report quarter-to-date information. You cannot associate Dynamic Time Series members with level 0 members of the time dimension.
Oracle recommends that you avoid assigning time balance properties (First, Last, Average, Skip Missing) to members set for dynamic calculations if you plan to use these members in Dynamic Time Series calculations. Doing so may retrieve incorrect values for the parent members in your accounts dimension.