Setting up Dynamic Time Series Members

You can use Dynamic Time Series members to create reports that show period-to-date data, such as quarter-to-date expenses. Dynamic Time Series members are created automatically during application creation, and can be used with members of the Period dimension. To set up Dynamic Time Series, you enable a predefined Dynamic Time Series 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 (quarter-to-date) member and associate it with generation number 2. You can then use the Q-T-D Dynamic Time Series member to calculate monthly values up to the current month in the quarter.


Dynamic Time Series isn't supported for the Period dimension in an aggregate storage application.

The Dynamic Time Series 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 D-T-D (day-to date), W-T-D (week-to-date), M-T-D (month-to-date), Q-T-D, and Y-T-D information. If the database contains monthly data for the past 5 years, you can report Y-T-D and H-T-D (history-to-date) information, up to a specific year. If the database tracks data for seasonal time periods, you can report P-T-D or S-T-D (season-to-date) 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.

To set up Dynamic Time Series members:

  1. Click the Navigator icon Navigator icon, and then under Create and Manage, click Dimensions.
  2. Select the Period dimension, and then click Dynamic Time Series icon.
  3. Select Enabled for the DTS series to use:
    • Y-T-D: Year-to-date

    • H-T-D: History-to-date

    • S-T-D: Season-to-date

    • Q-T-D: Quarter-to-date

    • P-T-D: Period-to-date

    • M-T-D: Month-to-date

    • W-T-D: Week-to-date

    • D-T-D: Day-to-date

  4. Select a generation.

    The number of generations displayed depends on the number of generations in the time dimension. You can't associate Dynamic Time Series members with the highest generation (the dimension root).

  5. Optional: Add an alias name. In the Edit Alias Name column, click Alias icon, enter an alias name, and then click OK.
  6. Click Save.