Creating, Editing, and Deleting Time Labels

Time labels enable you to work with viewpoint data at a point in time in history in order to assist in comparing, reporting, and analyzing data.

You can create two types of time labels:

• Fixed time labels are for a specific date and time in the past. For example, you can create a fixed time label from the initial creation of a Product node set in order to track changes made to it over time.
• Rolling time labels represent the end of a month, quarter, or year. For example, you can create a rolling quarterly time label for an Account node set in order to compare current data to last quarter's data.

After you create a time label for a view, you can create a time labeled version of any viewpoint in that view in order to work with data from that point in time. See Working with Time Labeled Viewpoints.

Note:

Time labeled viewpoints are read only.

You must have the Owner permission on a view in order to create, edit, or delete a time label for it.

To create a time label for a view:

1. Inspect the view that you want to create a time label for. See Inspecting a View.
2. On the Time Labels tab, click Create.
3. Enter a name, and optionally a description.
4. Select a Type:
   • Fixed: A specific date and time.
     1. Use the date and time selector to specify a date and time for the time label. You must select a date that is equal or prior to the current date.
     2. Optional: Adjust the time zone for the fixed date and time.
   • Rolling: A rolling period of time based on the calendar year.
     1. Select the Period:

        Note:

        The Fiscal periods are based on the Fiscal Year End Month system setting. See Configuring System Settings.
        • End of Month: the last day of the month
        • End of Quarter: the last day of the quarter in the Gregorian calendar (March 31, June 30, September 30, and December 31)
        • End of Year: the last day of the Gregorian year
        • Fiscal Quarter End: the last day of the Fiscal quarter
        • Fiscal Year End: the last day of the Fiscal year
     2. In Prior to Current, select the number of period prior to the current period to display data for.

        Tip:

        Examples of Period and Prior to Current settings:

        • End of Month, Prior to Current = 2 for 12/7/22 would be 10/31/22
        • End of Quarter, Prior to Current = 1 for 12/7/22 would be 9/30/22
        • End of Year, Prior to Current = 3 for 12/7/22 would be 12/31/19
        • When Fiscal Year End Month is set to May:
          • Fiscal Quarter End, Prior to Current = 1 for 12/7/22 would be 11/30/22
          • Fiscal Year End, Prior to Current = 2 for 12/7/22 would be 5/31/20
     3. Enter the Time of Day and Time Zone for the time label.
5. Click Save.

   The time label is displayed in Time Labels.

To edit a time label, click Edit and adjust any of the parameters above, and then click Save.

To delete a time label, click the X next to it, and then click Yes to confirm. You cannot delete time labels that are in use by viewpoints.