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. |