Problem in discoverer with analytic function created non-additive YTD

Question

I have problem with discoverer desktop which show me wrong ytdact, ytdbgt figure after i rollup/pivoting
on custom folder i did in discoverer admin:
SELECT a.year, a.month, c.deptno, b.glaccount, bgt.mthbgt, bgt.ytdbgt, bgt.fullbgt, bgt.lastyr_fullbgt,
act.mthact, act.ytdact
FROM (
SELECT
a.amount mthbgt,
SUM(a.amount) OVER (PARTITION BY ...) fullbgt,
SUM(a.amount) OVER (PARTITION BY ...) ytdbgt,
LAG(SUM(a.amount),1) OVER (PARTITION BY...) lstyr_fullbgt
FROM gltrans_bgt a, gl_master b, dept c
WHERE a.glaccount=b.glaccount AND a.deptno=c.deptno GROUP BY a.year, a.month, c.deptno, b.glaccount
) bgt
FULL OUTER JOIN
SELECT a.year, a.month, c.deptno, b.glaccount,
a.amount mthact,
SUM(a.amount) OVER (PARTITION BY...) ytdact,
LAG(SUM(a.amount),1) OVER (PARTITION BY...) lstyr_ytdact
FROM gltrans_act a, gl_master b, dept c
WHERE a.glaccount=b.glaccount AND a.deptno=c.deptno
GROUP BY a.year, a.month, c.deptno, b.glaccount
) act
ON
bgt.year=act.year AND
bgt.month=bgt.month AND
bgt.deptno=act.deptno AND
bgt.glaccount=act.glaccount
In discoverer desktop, sometime i would like to remove deptno or month to see the rollup figure. But it seems discoverer tried to sum the ytd to give me wrong figure.
I know that to ask oracle rewrite the query in order to roll up the figure, one may need to create dimension and specify the hierarchy for the related .
Anyway to do on this MV so that oracle can rewrite the query for me automatically?

Answer 1

I suspect if your FY runs not from Jan - Dec, then someone has had to come to grips with this before and has created some kind of custom FUNCTION to determine the fiscal year from the date entered. Or maybe a table that populated with the same info.
Nevertheless, if there isn't one, then you'd just change the TRUNC(SYSDATE,'YYYY') logic to your fiscal year with a direct calculation.
ie:
calculation: what_fiscal_year
CASE WHEN to_char(sysdate,'MMM') IN ('JAN','FEB','MAR','APR','MAY','JUN','JUL','AUG','SEP') THEN to_char(sysdate,'YY')
WHEN to_char(sysdate,'MMM') IN ('OCT','NOV','DEC') then to_char(sysdate,'YY')-1
ELSE '99' END
Something like that - I haven't tested it so treat as pseudo-code first (ie: the last to_char may need to have a to_char(to_number(to_char instead to substract the 1 but might work - Oracle's good with powerful date functions). It should give you an idea of what I'm referring to.
So once each record has an associated FY either by a calculation such as shown or by a calculation calling your corporate FY function, you just do the same thing as described early (ie: range between FY and FY-1).
Russ