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converting PERIODIC into YTD

Former Member
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Dear Experts,

we are consolidating ACTUALs in our YTD consolidation-type model. Now we also want to consolidate different planning categories (budget and forecast).

The planning data is however PERIODIC (models in which planning is done are periodic) which means we have to convert the data from PERIODIC to YTD while bringing them into our consolidation model.

Can you please share your experience with such a task?

What are best practices?

Thank You!

Marek

Accepted Solutions (1)

Accepted Solutions (1)

former_member186338
Active Contributor
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Hi Marek,

It depends on the BPC system you have (7.5 or 10, with hana or without hana).

There are number of ways to create script using DESTINATION_APP to push data from PERIODIC to YTD:

1. REC(EXPRESSION=[MEASURES].[YTD],...)

2. Scope months from the beginning of the year and write result to selected month:

*XDIM_MEMBERSET TIME=2014.01,2014.02,...,2014.09

*WHEN TIME

*IS *

*REC(EXPRESSION=%VALUE%, TIME=2014.09)

*ENDWHEN

Vadim

Former Member
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Hi Vadim,

we are running on BPC NW 10.0 (without HANA)

Marek

former_member186338
Active Contributor
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How do you want to transfer data - for some specific period or for the whole year or ...

Vadim

Former Member
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Hi Vadim

we would like to do that for a specific period. Ideally we would like to choose particular period in the selection screen of the DM Package in PERIODIC model (for instance 2014.005) and script would aggregate periods 2014.01-2014.05 in PERIODIC model and send them to 2014.05 in YTD model.

Thanks!

Marek 

former_member186338
Active Contributor
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Let's assume you selected some single base time member and script received this selection in %TIME_SET% variable. Then the script will be:

*SELECT(%Y%,"[YEAR]",TIME,"[ID]=%TIME_SET%") //get year

*SELECT(%BP%,"[BASE_PERIOD]",TIME,"[ID]=%TIME_SET%") //get BASE_PERIOD

*SELECT(%PP%,"[ID]",TIME,"[BASE_PERIOD]<=%BP% AND [YEAR]=%Y% AND [CALC]=N")

*XDIM_MEMBERSET TIME=%PP%

*DESTINATION_APP ...

...

*WHEN TIME

*IS * //Scoped

*REC(EXPRESSION=%VALUE%,TIME=%TIME_SET%)

*ENDWHEN

Assuming that BASE_PERIOD property is filled with 001,002,003... etc

Vadim

Former Member
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thanks - script works perfect!

Marek

former_member186338
Active Contributor
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Then close the discussion as answered

Answers (0)