How show 0FISCPER and 0QUARTER in data columns ??

[Former Member]

Hi All,

user wants to plan for 3 years

first 12 columns denote 12 months for this year (for which variable has been created and when user changes year from header level the periods change accordingly)

PROBLEM:

for next 2 years user wants to plan quarterly..so how to use to characteristics in data columns and at the same time have them Dynamic..so that if the user changes year from header level the quarters also change accordingly..

Any suggestions are welcome..its urgent requirement..

(will award excellent points for answers)

Thanks

Rohit

[Former Member]

Hi,

yes we will be distributing the quarters value in months on some allocation logic for each month.

yes we will be using versions management to capture actuals vs plan for next year.

do u think we can have 2 dynamic time characteristics in one layout...which is actually our requirement to be precise.??

thanks & regards

Rohit

[Former Member]

Hi Rohit,

You cannot have 2 dynamic characteristics in one layout, one at the most

[Former Member]

Hi Rohit,

If you are going to distribute the values of each quarter via a planning function separately, then we might have a solution.

In your layout you have to use 2 variables for each key figure. One for fiscyear (year) and the other for fiscper3 (period).

Choose the option to have both the year and period as part of data column.

Create 5 variables for fiscper3.

VAR1 - per 1-12

VAR2 - per 3

VAR3 - per 6

VAR4 - per 9

VAR5 - per 12

You already have the variable for year.

In your layout in the data column tab for the key figure assign the following:

KF - VAR FISCYEAR VAR1 (As the column is dynamic it will open 12 columns)

KF - VAR FISCYEAR + Offset 1 VAR2 (1st qrtr next year)

KF - VAR FISCYEAR + Offset 1 VAR3 (2nd qrtr next year)

...

KF - VAR FISCYEAR + Offset 2 VAR2 (1st qrtr 3rd year)

You can then use a planning function to distribute the values for year 2 and year 3.

Hope this helps.

Sunil

[Former Member]

u cannot do all of this in one layout..

If you are using Web interface create 2 layouts, 1 for monthly 2nd for quarterly. then use tabstrips in the web interface. Create 2 tabs, 1 for monthly and attach monthly layout and the appropriate variables to this tab. On the other tab for quarterly do the same.

If u r using planning folders, u need to create 2 .

Hope this helps.

-NS

[Former Member]

Hello Rohit,

Here I am assuming that the user will only enter the fiscal year in the header and the number of periods for the first year will always be 12 and for the next two years, 4 columns per year (one for each quarter).

Do you propose to distribute the values of each quarter later?

Would you be using version management to identify values posted for next year, compared to the periodic spend you would plan in the next year?

Your methodology will determine the structure of the layout as well as any addtional planning functions you would need to create.

Sunil