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 HansaWorld Invoice cube
- Open the Time dimension
- Under the Time dimension open the "All hierarchy level members" tab
- If you want to create a fiscal hierarchy then:
- Click on "Add Fiscal hierarchy"
- From the newly opened window select the month from which your fiscal year starts and then press OK
- If you want to edit your fiscal hierarchy then:
- 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
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
- If you placed the Time dimension in the Pages section then:
- 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.
- 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.
- 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.
- Time dimension as a Column
- Time dimension as a Column