Time Editor

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The Time Editor can rapidly create a time-based dimension while defining various settings. Besides generating an element hierarchy based on the user’s settings, the Time Editor will also create several attributes with additional information about the time dimension’s elements.

Enabling the Time Editor

To enable the Time Editor, you must first assign a specific dimension to the type “Time”. This can be done in the Advanced section of a dimension’s properties page.

Note: after defining the type “Time” for a dimension, the type cannot be changed again.

After setting the dimension type, the Time Editor tab appears.

Time Editor Settings

1. Past/Now/Future

Defines the range of years

2. Levels

Sets the levels for which elements will be created:

  • Year
  • Year – Quarter
  • Year – Quarter -Month
  • Year – Quarter -Month – Month_YTD
  • Year – Quarter -Month – Day
  • Year –Month
  • Year –Month – Month_YTD
  • Year -Month – Day

3. Fiscal year start

Sets additional hierarchy with fiscal year elements

4. Additional elements

Creates additional elements for the checked options:

  • Additional data element on year level (yyyy-~)
  • Additional data element on month level (yyyy-MM-~)
  • Additional global data element
  • Opening period (yyyy-00)
  • Special periods (possible values: 13, 14, 15, or 16)

5. Current-year hierarchies

 

Creates additional elements for the checked options:

  • Year-to-date: the values of a year will be accumulated from the beginning of the year up to a date.
  • Year-to-go: the values of a year will be accumulated from a date up to the end of the year.
  • Quarter-to-date: the values of a quarter will be accumulated from the beginning of the quarter up to a date.
  • Quarter-to-go: the values of a quarter will be accumulated from a date up to the end of the quarter.
  • Month-to-date: the values of a months will be accumulated from the beginning of the month up to a date.
  • Month-to-go: the values of a months will be accumulated from a date up to the end of the month.

Full parallel hierarchies: this option allows you to place YTG or YTD elements under special root-level elements.

If the option is checked, the following structure will be created:

  • One dedicated hierarchy that contains no current-year hierarchies (e.g. “All months”) to gain easy access to all “normal” elements.
  • For each current-year hierarchy, a different hierarchy with separate root nodes is created (e.g. “All Months_YTD”).

The additional hierarchies are generated to achieve the following results:

  • The value of a total-year element, e.g. “2017_YTD”, will be the sum over all months.
  • If “full parallel hierarchy” is turned off, the structure of a total-year element, e.g. “2017_YTD”, will be identical to the structure for a year element, e.g. “2017”. This makes it easier to switch from one variant to the other.
  • All logic concerning e.g. quarters, fiscal year offset and additional elements will be identical.

These results require the inclusion of normal base elements in the current year hierarchies.

 

6. Rolling months

Setting for additional hierarchy with rolling months.

 

7. Weeks

Week hierarchy: setting for additional hierarchy with week elements.

First day of the week:

Defines the first day of the week.

Minimum days in first week:

Defines how many days are needed for the first week of the year.

8. Mode

Extend dimension:

The updated dimension includes all already-existing elements and the newly created elements.

Rebuild dimension:

The updated dimension includes only the newly created elements.

9. Update Dimension

Creates the elements of the time-based dimension according to the selected settings.

 

Time dimension update procedure

When clicking Update Dimension, the dimension is updated based on settings made by the user. If the settings require new elements/hierarchies to be created, they will be inserted into the existing hierarchy accordingly. Note that the Time Editor will not delete any existing elements; if, for example, the user changed the settings to exclude a certain year, data associated with that year will not be deleted.

After the update has finished, the user will be shown a detailed log of the procedure.

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