Retrieving Period-to-Date Values

When you retrieve a Dynamic Time Series member, you must tell Essbase the time period up to which you want to calculate the period-to-date value. This time period, known as the latest time period, must be a level 0 member on the time dimension.

  Use the following methods to specify the latest time period:

  • For a specific member, in Smart View or Spreadsheet Add-in, specify the latest period member name. Place that name after the Dynamic Time Series member or alias name. For example, Q-T-D(May) returns the quarter-to-date value by adding values for April and May.

  • For a retrieval, use one of the following methods to specify the latest time period:

    • Use the <LATEST command in Report Writer.

    • Specify the Latest Time Period option in the Essbase Options dialog box in Spreadsheet Add-in.

      The member-specific setting—for example, Q-T-D(May)—takes precedence over the <LATEST or Latest Time Series option setting.

In the example in Figure 133, Spreadsheet Showing Period-To-Date Value for May, Q-T-D(May) displays the period-to-date value for May that is obtained by adding the values for Apr and May (8644 + 8929 = 17573).

Figure 133. Spreadsheet Showing Period-To-Date Value for May

This image shows a spreadsheet in which the value for May is the P-T-D value.