Creating and Editing Summary Time Periods

You can change such aspects as name, description, alias, starting period, and ending period. However, you can't change the order of base time periods or skip base time periods. The range can't extend beyond the current fiscal year.

You must work from the top of the hierarchy to the bottom when creating summary time periods. (Otherwise, the application views the rollup structure as asymmetrical and you can't continue.) The summary time period displays in the hierarchy as a parent of the selected item. To enforce a balanced hierarchy, all base members must be the same number of levels from the root.

To create or edit summary time periods:

  1. From the Home page, click Navigator Navigator icon, and then under Create and Manage, click Dimensions.
  2. For Dimension, select Period.
  3. Perform one action:
    • To add a time period, select the time period in the dimension hierarchy to which you want to add a child or sibling, and then click Add Child icon or Add Sibling icon.

    • To edit a time period, select the time period and click Edit icon.

  4. For Name, enter or change the name for the summary time period.
  5. Optional: For Description, enter a description.
  6. Optional: For Alias Table and Alias, select an alias table to use. Enter an alias name.

    The default table is used if you don't select one.

  7. For Start Period, select the starting period.

    The range can't extend beyond the current fiscal year. For summary time periods, Start Period displays the first child, or all children except the first child of the sibling above it.

  8. For End Period, select the ending period.

    For summary time periods, End Period displays the last child, or all children from the Start Period through the next sibling’s children, except the last child.

  9. Click Save.