Creating Custom Time Hierarchies

  1. From Modeler Relate, select the custom time data source from the Data Sources panel.
  2. Select the Column Properties for the source.
  3. Verify the lowest grain key is marked as both an attribute and a measure.
    In this example, we are using FiscalDateID. The Analyze By Date property should already be toggled as this column is a date field.


  4. Click More Actions, and then select Source Properties.
  5. Select Set Custom Time Hierarchy Keys.
    Note: The Set Custom Time Hierarchy Keys button only displays for tables that have a date column.


  6. Select the date column from the Date Key Column list. In our example, we are using FiscalDateID.


  7. Click + Add Period Shift to add prior period comparison columns, such as Last Month Fiscal Date.


  8. Select the column that contains the current value for the date in Key Column.
  9. Select the column that contains the value for the other period in Relative Key Column.
  10. Specify a Prefix to designate the shifted date. This allows prior periods to be compared side-by-side with current periods.
  11. Click Done.
    Caution: 
    You cannot create a Custom Time Hierarchy with the same name as a Hierarchy.