Defining cycles - Rolling Periods tab

The Rolling Periods tab enables you to define rolling periods for this cycle. This tab lists all the rolling periods for the cycle.

Each rolling period is based on the current cycle period and includes any lower hierarchy levels that are available for the cycle's Calendar. In worksheets, these rolling periods act as additional calendar selection options and are grouped under the existing time periods.

You must click ‘+’ and specify this information to create a new rolling period:
Top Level Name
The name of the top element for which rolling period hierarchy is displayed.
Top Level Display Name
The name of the top element that is displayed.
Calendar
The calendar for which the rolling periods must be defined.
Note: This value is based on the calendar definition specified in the Calendar pane of the Cycle definition.
Periodicity
The calendar level (enabled) from the specified Calendar at which the scenario values must be stored. The available list is based on the calendar levels specified in the Calendar specified for the cycle. For example, if Calendar Type of the cycle is Monthly, the Periodicity is Years, Months, or Quarters.
Horizon Type
The type of rolling period hierarchy that must be defined. Possible values:
  • User-defined: User-defined historic and future horizon for the rolling period hierarchy.
  • Previous Year: System-defined horizon based on the specified calendar definition.
  • Current Year: System-defined horizon based on the specified calendar definition.
  • Next Year: System-defined horizon based on the specified calendar definition.
History Horizon
The number of historical periods that must be generated at the periodicity level specified for the rolling periods, prior to the current planning period.
Note: 
  • The value must be >=0.
  • This option is displayed only for the horizon type, User-defined.
Future Horizon
The number of future periods generated from the current planning period at the rolling periods periodicity level, specified for the rolling period. This includes the current planning period (%FirstPeriod).
Note: 
  • The value must be >=0.
  • This option is displayed only for the horizon type, User-defined.
Offset
The number of periods that must be excluded from the period definition when generating the rolling periods. This value is calculated from the current planning period. For example, if Future Horizon is 6 and Offset is 2, a rolling period definition is created with 6 periods; the rolling periods are generated from 2 periods, after the current planning period.
Note: 
  • The value must be >=0.
  • If not defined, the value is considered as 0 (no offset).
  • This option is displayed only for the horizon type, User-defined.
Year to Date Level
The period label for the Year to Date child element. This is the first period of the planning year up to the current, planning, or the next planning period. For example, if you select Current Year as the Horizon Type, this value is the first period of the current planning year up to the current planning period.
Note: This field is displayed only if the Horizon Types is set to:
  • Previous Year
  • Current Year
  • Next Year
Year End Level
The period label assigned to the Year End child element. This is the current, previous, or next time period, up to the last period of the current, previous, or next planning year. For example, if you select Current Year as the Horizon Type, the current planning period to the last period of the current planning year is applicable.
Note: This field is displayed only if the Horizon Types is set to:
  • Previous Year
  • Current Year
  • Next Year
Include in Data Context
Indicates if the rolling period definition is included in the data context selectors for the periods, to view the worksheet.
Note: 
  • By default, this value is set to Off.
  • Each rolling period hierarchy is also generated as a period set for use in calculation rules. For example, a rolling period of "Next 2 Months" with a Future Horizon of 2 and Periodicity specified as Months for current planning period "Y12 M01" creates 2 sets, “Set_Next2Months” and “Set_2_Next2Months”:
    • Contains {[Y12 M01],[Y12 W01],[Y12 W02],[Y12 W03],[Y12 W04],[Y12 M02],[Y12 W05],[Y12 W06],[Y12 W07],[Y12 W08]}.
    • "Set_2_Next2Months" contains {[Y12_M01],[Y12 M02]}.

Example

Settings
Planning year January - December
Cycle periodicity Months
Default calendar Enable weeks (selected)
Current time period 01/06/10 - 30/06/10 (Jun-10)
Previous time period 01/06/09 - 30/06/09 (Jun-09)
Note:  If a calendar year includes 53 weeks and the current time period is set to the 53rd week, and there is no equivalent in the previous calendar year, the previous time period is the last week of the previous year.
Generated periods
Year To Date (Jan-10 - May-10) -> Jan, Feb, Mar, April, May -> W1, W2, …
Year End (Jun-10 - Dec-10) -> June, July, Aug, Sep, Oct, Nov, Dec -> W24, W25, …
Previous Year To Date (Jan-09 - May-09) -> Jan, Feb, Mar, April, May -> W1, W2, …
Previous Year End (Jun-09 - Dec-09) -> June, July, Aug, Sep, Oct, Nov, Dec -> W24, W25, …
Rolling Periods (Future Horizon = 12, History Horizon = 0) (Jun-10 - May-11) -> June, July, Aug, Sep, Oct, Nov, Dec, Jan, Feb, Mar, Apr, May -> W24, W25,...W71
Rolling Periods (Future Horizon = 12, History Horizon = 0) , but the periodicity is weeks instead of months. (Jun-10 - Aug-10) -> W24, W25, W26, W27, W28, W29, W30, W31, W32, W33, W34, W35.