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ASO Time Balance QTD YTD

Received Response
edited Jan 28, 2019 9:28PM in Essbase 4 comments



Using Version, and some of the Account members tagged as TB Last and rest are None.  Now we need to have the QTD and YTD functionality without adding a new dimension. 

I tried making Period dimension Dynamic and adding formulas for Jan YTD, Feb YTD, Mar YTD  but when I try to save the outline it says some of the account members are using time balance so the the Period dimension needs to be Stored. 

what would be the best solution? to add a new dimension like view or remove the Time balance from the accounts and add UDAs like TB_Last, TB_Average and then have member formulas for YearTotal, Q1...Q4 and add formulas for YTDs and QTDs.

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