FAQ : Using the Fiscal Hierarchy

In flex.bi the fiscal year/quarter/month/day is located in the time dimension. Before you can use the fiscal years/quarters/months/days to display the data in the corresponding time interval you must first set up a fiscal hierarchy. To create or edit a fiscal hierarchy follow these instructions:

1. Open the HansaWorld Invoice cube
2. Open the Time dimension
3. Under the Time dimension open the "All hierarchy level members" tab
4. If you want to create a fiscal hierarchy then:
   1. Click on "Add Fiscal hierarchy"
   2. From the newly opened window select the month from which your fiscal year starts and then press OK
      
5. If you want to edit your fiscal hierarchy then:
   1. Click on the word "Delete" next to the word Fiscal under the "All hierarchy level members" tab
   2. Do step 4 to create a new fiscal hierarchy
6. Once the hierarchy has been created drag the Time dimension to either the Pages, Columns or Rows section of your flex.bi worksheet
7. If you placed the Time dimension in the Pages section then:
   1. Click on the time interval (year/quarter/month/day) you want to display under the "All hierarchy members" tabs "Fiscal" section. You may select only one of the intervals at a time. 
   2. Once you have clicked on your selected intervals they can be used to filter data from a drop down list right above your created invoice.
      
   3. If you placed your Time dimension in the Rows or Columns section, the time will appear as a row or column and display data from a corresponding time interval.
      1. Time dimension as a Column 
         Time dimension as a Row 

       You can always left click and remove the times in the table that you don't want to appear.