Planning - Time Balance Last Weirdness

Hi,
In my planning (Workforce) build I have some FTE accounts that are specified as "Time Balance Last" for aggregation purposes. I am wondering how this is supposed to work because it seems t be a little bit clumsy the way it is working in this build. My Period Dimension is Jul, Aug, Sep.....Mar, Apr, May, Jun & Adj, where Adj is a 13 month adjustment period, rarely used.
The problem is that I have FTE numbers for all 12 months populated, but not populated in "Adj", as there is no purpose in this case to do so. When I do a @IDESCENDANTS(Period), The #MISSING from the "Adj" period populates YearTotal time period. I actually need to populate the Jun FTE data into the Adj period in order for the aggregation to populate YearTotal.
Is this the design/functionality as it is supposed to work? What happens if I am budgeting only up to half way through the year and there is no data in the latter months? In this case an agreggation would not put anything in the YearTotal.
I would have thought that Time Balance Last would take the last "Populated" time period and put it in YearTotal, at least, thats what I would like it to do
Thoughts?
Regards
Mike

Hi Mike
Yes this is the functionality as it is designed, the TB Last option takes the last data value regardless of whether it is #Missing or Zero.
However, there is a SKIP field that allows you to tell Essbase to skip either or both of these values in order to find the last non-zero / non-missing value. So as you describe using TB Last with Skip Missing would mean that the value entered for June would show when YearTotal was retrieved.
Try it out and see if it does what you need but be aware that there are instances where TB Last accounts will genuinely go from a value to zero or missing.
Hope this helps
Stuart Game
www.analitica.co.uk

Similar Messages

Planning Time Balance Properties

Hi,
In Planning we have Time Balance properties as "Fill" , Weighted Average -Actual_Actual" and "Weighted Average - Actual_365" but in Essbase we dont have them.
Wonder how Essbase stores them when Planning is refreshed in Essbase?
Thanks

Planning will create UDAs in the essbase database, the best way to understand what it is doing is to set a member property in Planning, refresh and then have a look at the database outline using EAS.
Cheers
John
http://john-goodwin.blogspot.com/

Time Balance Last

I'm starting to work on our balance sheet.I know I need to use "TB Last" for all the balance sheet accounts, but where do I need to load the beginning balances ??? Do they need to be inside the hierarchy for the total year (that might mess me up, as I'm using the BegBalance for some other stuff).Ack.

Hi
I have pretty much similar kind of design. Let me explain in using the Demo Basic Outline
We have Sales as a Measure in the Accounts Dimension. The aggregation of this Measure is SUM over time.
I create a new measure called Sales (Sum on Time). Here i set the node as Dynamic Calc, Formula is "Sales"; and Time Balance as TB Last.
This is not working. At higher levels of Time (Quarter) the Formula value overrides the Time Balance. Is the natural way of functioning.
Please help. This is quite important for our design.
Regards
bala

ASO Time balancing with multiple hierarchies

Hello,
I have an Essbase 9.3 ASO cube with multiple hierarchies in the period dimension (set as type = Time), and I'm trying to set one of my Measures to Time Balance Last with SkipMissing.
When I validate the outline, I get:
"This prototype must have all its shared members as siblings of previous sibling."
on all the leaf level members in my period dimension.
any ideas?

We are on Essbase 9.3.0.1 and also tried to use ASO Time balance functions in conjunction with multiple hierarchies enabled.
I recommend you not to use the ASO time balance functions. We did and had to revert everything after complaints from our user base.
If you still use it, please test cases where you retrieve TB Last as well as flow values together with ytd and periodic values.

Time Balance Members in ASO

Hi-I have read in the documentation that ASO doesn't support TimeBalance members at all.Is there a work around involved where in wecan include TB members.Please let me know your ideas or a way to implement TimeBalance.Thanks in advance. Narain

Try this: Case WHEN IsUDA([Measures].CurrentMember, "Time Balance Last") AND (IsGeneration([Months] , 3)) THEN Tail ( Filter ( PeriodsToDate ( [Months].Levels(1) ), Not IsEmpty ([Month Of]) )).Item(0).Item(0) where Month Of is not in the time dimension, its part of a Time Views dimension. The key to this formula are the Tail and Filter functions. Tail says to get the last and filter is what is checking for missing. Put them together and you get skip missing with TB Last. Credit goes to George Spoffard for this solution.

Time Balance is set to Last for EPMA Essbase application in Essbase Outline

Hello Gurus,
Following is my scenario -
I have an EPMA Essbase applications that I have deployed from Workspace.
I have observed that even though the Time Balance property for members for the accounts dimension are set to Balance (as seen in Dimension Library) in EPMA, after I deploy the application the dimensions are tagged as TB Last in Essbase outline (as seen in EAS).
I am not aware of the functional part much, would really appreciate someone's help on this issue.
Thanks.
hyperionEPM

Here is the doc that explains time balance settings in Essbase:
http://docs.oracle.com/cd/E17236_01/epm.1112/esb_dbag/dcatimse.html
Here is the doc that explains time balance settings in Planning:
http://docs.oracle.com/cd/E17236_01/epm.1112/hp_admin_11122/ch12s04s08s01.html
And here's a quick cross reference between Essbase and Planning:
ESSBASE / PLANNING
TB Last = Balance
TB None = Flow
TB First = First
TB Avg = Average
In general, Income Statement accounts are "Flow", and Balance Sheet accounts are "Balance" (unless you're storing activity, and not balances). Statistical accounts are a mixed bag.
Hope this helps,
- Jake

Hyperion Planning 11.1.2.1 - Time Balance = None

I have a planning form which has some Accounts in the rows (forecast sales volumes) and Periods in the columns (Jan to Dec and YearTotal).
At the moment, as I enter data for months, an aggregated value is updated in the YearTotal column, which is of course expected with a time Balance of Flow.
These forecast volumes get multiplied by promotion/marketing rates (also entered on a monthly basis) to create Marketing totals etc. but crucially the client wants the Year Total in this case to be Blank. For reasons beyond my understanding the None Time Balance in Planning applications is read as Flow.
Example (What currently occurs):
/ ¦ Oct ¦ Nov ¦ Dec ¦ Year Total
Sales Volumes ¦ 10 10 20 40
Rates per Vol. ¦ 2 3 2 7
Marketing Total ¦ 20 30 40 90
Example (What I'd like):
/ ¦ Oct ¦ Nov ¦ Dec ¦ Year Total
Sales Volumes ¦ 10 10 20 40
Rates per Vol. ¦ 2 3 2 ---
Marketing Total ¦ 20 30 40 90
Is this possible? Any help Gratefully received.
Ed

Hi Alp,
The Aggregation operator for this Rate member is currently set to ~ and the Rates still calculate up to TotalYear as you enter them in the input form.
Just to be clear:
The 'rate member' is a Rate per item, (lets call it RPI) which is there purely to drive Marketing totals from the volumes entered.
The properties of this RPI member are as follows:
Aggregation for Plan1: ~
DataStorage: StoreData
TimeBalance: Flow
SkipValue: None
Account Type: Revenue
Data Type: Unspecified
I'm guessing that one of these above properties can be the issue here. I thought that Time Balance would be the answer here, but found in the Native Application Help that Planning treats "None" as "Flow".
Any reading material that can point me in the right direction here? I've had a look through the Time Balance bits in the Planning documentation but cant seem to find anything.
I'm sure this is one of those painfully-obvious-if-you-know-how things.
Thanks for all help so far!

Retrieve account members with time balance of "last"

Hi everyone,
I am trying to write a report scripts that will retrieve from the Accounts dimensions all members that have Time Balance of Account information of "Last". I haven't been able to get the correct syntax to do this retrieval. Is there an existing syntax what is similar to a UDA that I can use as a retireval criteria?
Any help will be greatly appreciated!
Thanks,
Tom

I dont think there is a such report script command to list out TB First/Last account members.
so you need to give some uda to the TB members and list out the accounts based on UDA in report scripts.
- Krish

Internal Transfer, BOD, Planning Time Fence and ASCP Reschedule suggestion

Hi,
we've an ASCP plan with 5 ORG. We've many items with BOD like this one:
BOD of ITEM X:
ORG 1 BUY
ORG 2 TRANSFER FROM ORG 1
ORG 3 TRANSFER FROM ORG 1
Using this rule, we set PLANNING TIME FENCE for Buy items, at about 0,7 * LEAD TIME (from the approved supplier list) in BUY ORG (S01 in this example)
and PLANNING TIME FENCE = 0 in TRANSFER ORGANIZATION.
Sometimes, we release Internal Requisition to transfer item in excess from other organization to organization S01 to avoid Purchase Order not needed. In this case, the plan will suggest to reschedule OUT the internal requisition and if the planning time fence is large, people at the internal shipping department, will not see this Internal Req because they work in short range date.
Furthermore the ASCP plan will reschedule out all the Discrete job and planned order pegged to this suply.
This problem originate because we implement the reschedule out suggestion from ASCP over internal req ( we've a custom for this). How can ve avoid the Plan suggest to reschedule out this Internal Req? Maybe we can use the Profile "FIRM INTERNAL REQ INSIDE PLANNING TIME FENCE?".
Someone know if there are other ways?
Thanks in Adnvance.
Giacomo

Giacomo,
Usually, clients use "MRP: Firm Internal Req Transferred to OE" to keep internal requisitions from being rescheduled by ASCP. This would mean that any IR that has created an ISO would be treated as frim by ASCP. The intent is that since standard ASCP cannot reachedule ISO/IR orders, that you prevent these reschedule recommendations.
Since you have intentionally implemented a customization to cancel/reschedule these orders, this may not work for you.
The other profile option that you suggested; "MSO: Firm Requisitions Within Time Fence" was intended for purchase requisitions. It may work for internal requisitions, but you'll have to test. If it did, it would only work for the organization that is recieving the IR. You had set the PTF to zero (0) in that organization.
I suggest you try the combination of this last profile option with a PTF value that you do not want to see any reschedules.
regards,
Kevin

Time Balance = First for account in HFM

Hi All!
Is it possible in HFM to get correct results in summary time periods for "Opening" account (like in Planning when you setup account Time Balance property as First).
For example:
I have such accounts: CFOpening (Balance type), CFFlow (Flow type), CFClosing (Balance type)
and amounts
for Jan:_
CFOpening = 100
CFFlow = 50
CFClosing = 150
for Feb:_
CFOpening = 150
CFFlow = 50
CFClosing = 200
for Mar:_
CFOpening = 200
CFFlow = 50
CFClosing = 250
for Q1_ I want see this results:
CFOpening = 100 (amount from Jan)
CFFlow = 150 (sum of Jan-Mar)
CFClosing = 250 (CFOpening + CFFlow)
but now I have:
CFOpening = 200 (amount from Mar)
CFFlow = 150 (sum of Jan-Mar)
CFClosing = 350 (CFOpening + CFFlow)
How can I get correct result for Q1 in such case?
Thanks a lot in advance!

In HFM balance accounts behave as ending balances, so that the YTD value is always equal to Periodic value. Your CFOpening account is declared as balance, accordingly HFM understands that March value (200) behaves like ending balance of this account. Therefore Q1 ending balance of the account is 200, it cannot be 100 unless you redefine your rules to set your CFOpening account always to the year beginning value (or previous year's ending balance). That is for all months CFOpening will be 100 for all months. But then you would have a problem of adding up balance and flow accounts. Because flow accounts unlike balance accts have different YTD and Periodic values. Usually, we overcome this problem by declaring all accounts as balance, at the expense of losing the Periodic values of the CFFlow account.

Time Balance and Account Type

According to docs, time balance are system-defined based on account type. However, I can set any time balance. And it not enfore time balance setting on app validation and deployment.
So, is any relationship between account type and time balance?

Hello,
Check this forum, see if that helps..
Time Balance is set to Last for EPMA Essbase application in Essbase Outline
The last post in the above thread might be helpful.
Thanks,
hyperionEPM
Please mark answer as helpful or correct for others to find it easliy.

Time Balance calculation

Hi Everybody,I have tagged some of the members of A/C dim. as TB First, TB Last, TB Avg. My Time Dim have hierarchy like 2003..Q1-2003..Jan2003, Feb2003, Mar2003..... When I see the member tagged as TB First, TB Last, TB Avg at the level of say Q1-2003, it shown plain consolidation instead of time balance logic. Is is due to the fact that my Time Dim is not of Dynamic Time Series? Can I achieve the Time Balance logic without applying the Dynamic Time series?Please help. Thanks in advance.

FWIW, we use Dynamic Time Series and Time Balance measures, and my otl is configured as follows: Measures(s) Time(d) OthDim(d) OthDim(s) OthDim(s) OthDim(s) Sorry that I don't see anything glaringly wrong with your setup, as Paul suggests, maybe you need to calc everything again...? BTW: Both our measures and time dims are entirley dynamic calc.

Time Balance Attributes

Hello I verified that time balance attribute allow control the memberconsolidation for differents time periods.I have a time and accountsdimension on outline. My Time dimension is dividedin Year and quarter without months.But What is the default period to TBFIRST, TBLAST andTBAVERAGE in this case??I guess that TBFIRST will be the first and secondquarter of the time dimension, TBLAST theremaining, after all, The TBAVERAGE will be using theconsolidation of the year 2006. Am I right?? Thanks advanced, Wallace

Wallace: TBFIRST, when reported upon against your Year member, will reference the value of the FIRST quarter, whereas TBLAST will use the value of the LAST quarter. TBAVERAGE will sum the four quarters and divide the result by four. Note that if any of your quarters contain #Missing values, they can be skipped by using the SKIP MISSING option. Fore more information, check the Database Administrator's Guide in the section entitled Calculating Time Series Data.

Time balance property

Hi,
there is an account member with the TB property balance. I know that this porpoerty wld mean that the last value would roll up to the parent in the period heirarachy , but what is happening is that if there is no data in the month of September than the value at Q2 is also coming missing and since there is no value on the Q4 the value at year total is also coming missing , is there any way to suppress the missing values that means if the data has come till the month of August and not september then the roll up at Q2 l would reflect the data for August only.
thanks in advance

Have a read of :- http://download.oracle.com/docs/cd/E12825_01/epm.111/hp_admin/ch10s04s07s01.html
You will see the time balance properties that there are skip options can be applied such as None,Missing,Zeros,Missing and Zeros
Cheers
John
http://john-goodwin.blogspot.com/

I bought new Macbook Pro 13" around two months before .My Apple ID is working on all other things except app store . It is buffering for a lot of time and lastly coming on screen " can not connect to app store " Please help me

I bought new Macbook Pro 13" around two months before .My Apple ID is working on all other things except app store . It is buffering for a lot of time and lastly coming on screen " can not connect to app store " Please help me

Have you tried repairing disk permissions : iTunes download error -45054

Planning - Time Balance Last Weirdness

Similar Messages

Maybe you are looking for