Support center for flex.bi version 3.2
Fiscal Hierarchies
Creating Fiscal Hierarchies
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:
- Open the Data cube you would like to create Fiscal hierarchy
- Open the Time dimension
- Under the Time dimension open the "All hierarchy level members" tab
- Click on "Add Fiscal hierarchy"
- Select the month from which your fiscal year starts and then press OK
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Editing Fiscal Hierarchies
Click on the word "Delete" next to the word Fiscal under the "All hierarchy level members" tab
Do step 4 to create a new fiscal hierarchy
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Using Fiscal Hierarchies in Reports
- Once the hierarchy has been created drag the Time dimension to either the Pages, Columns or Rows section of your flex.bi worksheet
- Pages - allows you to create drop down selection box of Fiscal Hierarchies members - Years, Months
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      Click on the time interval (year/quarter/month/day) you want to use for data filtering - in "All hierarchy members" tabs "Fiscal" section. You may select only one of the intervals at a time.
      Once you have selected interval, they can be used to filter data from a drop down list right above your created invoice.
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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.
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