1. Administering Financial Consolidation and Close
  2. Working with Rules
  3. Disabling View Calculations

Disabling View Calculations

Financial Consolidation and Close provides an Application Settings option to disable View calculations. This option disables computation and storing of YTD, HYTD, and QTD data for data input (through forms, data import, Data Management, and so on) in the YTD, HYTD, and QTD members. Turning this setting to "Yes" will help in improving the performance of data loads.

This setting is applicable only for applications with hybrid Essbase (Essbase 5xx).

Important! This setting is powerful, and it is recommended that you assess the potential impact before enabling the setting.

See Specifying Application Settings.

Once this setting is set to "Yes" and data is loaded, you should use the required YTD_RULE, HYTD_RULE, and QTD_RULE members to see the respective View data after data load. Data will not be populated and updated in the YTD, HYTD, and QTD members after data load.

The best practice is to use the _RULE members if you set this setting to "Yes". However, if you still want to use the YTD, HYTD, and QTD members and not the _RULE members, you can use the Update View Calculations rule to populate these after data load.

To disable View calculations:

  1. Click Application, and then click Settings.
  2. Set the Disable To-Date View Calculations option to Yes.
  3. Load data.
  4. Use the YTD_RULE, HYTD_RULE and QTD_RULE members to see the YTD, HYTD and QTD data.
  5. If you still want to use the original YTD, HYTD and QTD members, run the Update View Calculations rule for the given Scenario, Year, Period, Entity, Entity Currency, and respective View members.

    See Updating View Calculations.

Once this option to set to "Yes", do not turn this option back to "No". If you do want to change the setting to "No", you will have to use the Update View Calculations rule for all the Scenario/Year/Period/Entities for which data was loaded when this option was set to "Yes", and pass QTD, HYTD, and YTD as parameters so that the values are correctly computed and stored. This will make sure future data loads will correctly populate the "Never Share" YTD, QTD, and HYTD members.