YTD Rollup in BPC

Question

Wanted to check with you guys whether measure ‘YTD’ is automatically calculated by the system or we need to write script logic. I am just wondering since we load the data periodically and system should rollup for YTD. To do this whether we need to do some settings?.
I also read some documents which are talking about creating YTD application. It will not serve my purpose since this setting is required if we load YTD balances instead of periodic.
Best Regards
Shesh

Answer 1

If the question is, is the YTD (and QTD) measure calculated automatically in the application the answer is yes.  All measures in the application are MDX expressions that calculate at runtime when the use requests data.  Normally, applications are periodic meaning the data is loaded monthly (or what ever the base time period is) and then aggregated.  You can create a YTD application where data is loaded YTD but we never do.
As far as the mechanics, all data is loaded to the fact table as signed data.  That is, credits are negative and debits are positive.  The allows AS to aggreate the parent values by simple addition.  However, you never view signed data in the application.  At the presentation layer, you reference the calculated measures: periodic, QTD, and YTD.  ALL of these are calculated at query time.  For periodic, the measure simply multiplies the signed data value by -1 for accounts that have normal credit balances.  These are accounts that have an ACCTYPE property value ov INC (income) and LEQ (liability/equity).  This makes all numbers present positive if the account balance has a normal balance.
For QTD and YTD, the calculated measure reference the periodic measure (for sign flip purposes) and then aggregates across time based on the time dimension hierarcy.