I have a requirement in my report - ("YTD Actual" column divided by "Period" numeric value)
for this report Period dimension is set to prompt for value, if January is selected then numeric value should be 1, If Quarter1 is selecteed then numeric value should be 3, my problem is how to convert Period values (Quarter1, Quarter2, Quarter 3, Quarter4, Jan, Feb, Mar ...) to numeric values (Quarter1= 3, Quarter2 = 6, Jan =1, Feb = 2, Mar = 3...). I am new to Hyperion FR please help!
If you are using Hyperion Planning or Essbase then I tend to use the concept I picked up from the add-on modules for Hyperion Planning (CapEx & Workforce) where they use a Dynamic Calc member in the database called 'Cal TP_Index' / 'Fisc TP_Index'.
Formula for 'Cal TP_Index' is:
For 'Fisc TP_Index' you simply restate the above replacing Jan with whatever your first fiscal accounting period is, Quarters and YearTotal also need to change, i.e. if you year runs April - March (common in the UK) then Apr = 1, May = 2, Mar = 3, Q1 = 6, Q2 = 9, YT = 3 etc...
I don't think so, I think that the IfThen function would be your only possibly chance but this is limited in FR from memory, I think you can only evaluate numeric conditions and return numeric true/false results.
I can understand you not wanting to add to your db but it really isn't difficult, and as it is 'dynamic calc' (assuming your Accounts dimension is dense) it doesn't add real overhead to performance.
Hope you get it sorted
I have same issue but with HFM (not planning). Is it possible to convert "Jan", "Feb"..."Dec" members to "31.1.2010", "28.2.2010",..."31.12.2010" (and how to handle bissextile year?).
I will wolcome any idea. Maybe using specific "alias" member?