Oracle Analytics and AI

Billy Mak

Hi,

I'm trying put together a financial statement with one single visualization that has the following columns:

Current year Actuals, Current Year Original Budget, Current year Adjusted Budget, YTD Actuals + [Prior Year YTD Actual] + [Prior Year Full year Actuals]

The challenge that I run into is not being able to pull in prior year YTD Actual and Prior year Full Year Actuals. Would like to request [Prior Year] metrics

This will be best displayed in a pivot table format.

Anyone has success doing this?

Use Case and Business Need: To provide standard financial statement.

Rajesh L-Oracle

Hi Billy,

Please review following content for Prior Year comparison.

https://apexapps.oracle.com/pls/apex/r/dbpm/livelabs/run-workshop?p210_wid=3258&session=100775537991511

https://www.youtube.com/watch?v=Bps3fuNgtw0

https://blogs.oracle.com/analytics/post/oracle-analytics-performance-tuning-times-series

Times series functions Ago and Todate offer a simple way to create metrics to calculate year-ago, year-to-date, and so on, and this method works well for business user reports. However, these functions generate complex queries that have a significant cost on performance. Also, each time that one of these functions is used in a report, an additional sub-query is generated using even more resources on the database.

Please note using AGO fution is not suggested for large data-size as it can have a performance impact.